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HomeMy WebLinkAbout2017-05-23 - AGENDA REPORTS - LEVY OF SD LLD ZONE T4 (2)Agenda Item: 11 CITY OF SANTA CLARITA AGENDA REPORT MR CONSENT CALENDAR a. CITY MANAGER APPROVAL: fAl DATE: May 23, 2017 SUBJECT: ANNUAL LEVY OF SPECIAL DISTRICTS FOR LANDSCAPING AND LIGHTING DISTRICT ZONE T4 DEPARTMENT: Neighborhood Services PRESENTER: Darin Seegmiller RECOMMENDED ACTION City Council: 1. Adopt a resolution initiating proceedings for the levy and collection of assessments for Fiscal Year 2017-18 for the Landscaping and Lighting District Zone T4. 2. Adopt a resolution declaring the City of Santa Clarita's (City) intention to levy assessments, preliminarily approve Engineer's Report, and set a Public Hearing for June 13, 2017. This required procedural matter orders, approves, and sets the Public Hearing for the annual levy of the Landscaping and Lighting District (LLD), Zone T4. The levy of assessments for this specific LLD Zone has been separated from the levy of the remaining Zones within the City due to a potential conflict of interest as it relates to ownership of certain real property located within this LLD Zone by a member of the City Council. The attached resolutions direct Willdan Financial Services (Willdan) to prepare assessment Engineer's Reports for the LLD, Zone T4, for approval by the City Council. This action also schedules a Public Hearing to consider the Fiscal Year (FY) 2017-18 assessment rate recommended for this zone. For FY 2017-18, the annual Consumer Price Index (CPI) increase for the previous year through December 2016 is approximately 1.97 percent. The inclusion of CPI escalators allow the City to maintain and provide a consistent level of landscape service to each of the LLD zones as maintenance costs increase from year-to-year. The City Council may levy assessment rates up to, or less than, the maximum assessment rate. While maximum assessment rates adjust Page 1 Packet Pg. 120 automatically, the actual assessment levied each year must be approved by the City Council as part of a noticed public hearing. For FY 2017-18, staff is recommending the City Council levy Landscaping and Lighting District Zone T4 at $144.00 per EBU, which is $77.20 less than the maximum allowable rate of $221.20, and is consistent with levied rates for the previous four years. The proposed Special Districts actions are authorized by State law as outlined in Article XIIID of the California Constitution, as enacted by Proposition 218, and required to levy assessment on properties receiving special benefits. If the recommendations are approved, a Public Hearing for ordering the FY 2017-18 levies will be scheduled for the June 13, 2017 City Council meeting. ALTERNATIVE ACTIONS Other direction as determined by the City Council. FISCAL IMPACT There is no impact to the General Fund associated with these actions. Adequate funds to prepare the attached Engineer's Report were previously appropriated by the City Council as part of the Fiscal Year 2016-17 Annual Budget. ATTACHMENTS LLD Zone T4 FY 2017-18 Initiate Resolution LLD Zone T4 FY 2017-18 Intent Resolution FY 2017-18 Recommended Rate Table LLD FY 2017-18 Engineer's Report (available in the City Clerk's Reading File) Page 2 Packet Pg. 121 RESOLUTION 17- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA CLARITA, CALIFORNIA, INITIATING PROCEEDINGS FOR THE CONSOLIDATION OF STREETLIGHT MAINTENANCE DISTRICT NO. I. LANDSCAPE MAINTENANCE DISTRICT NO. 1, AND LANDSCAPE MAINTENANCE DISTRICT NO. T-1 INCLUDING AND INCORPORATING ZONE T4 THEREIN AS PART OF THE SANTA CLARITA LANDSCAPING AND LIGHTING DISTRICT; AND THE LEVY AND COLLECTION OF ASSESSMENTS FOR ZONE T4 WITHIN THE SANTA CLARITA LANDSCAPING AND LIGHTING DISTRICT. FOR FISCAL YEAR 2017-18 WHEREAS, the City Council of Santa Clarita, California (City Council), pursuant to the 0 provisions of the Landscaping and Lighting Act of 1972, being Division 15 of the Streets and U) Highways Code of the State of California (Act), being the legislative body for Santa Clarita's Streetlight Maintenance District No. 1; and Landscape Maintenance District Nos. 1, and T-1 (Existing Districts) inclusive of Zone T4, (Benefit Zone), pursuant to Chapter 2, Article 2, in 0 Section 22605 of the Act, may order the consolidation into a single assessment district, two or ¢ more existing assessment districts, formed pursuant to the Act; and L) LU a WHEREAS, the City Council desires to consolidate the Existing Districts and Benefit w Zone referenced herein into a single assessment district for Fiscal Year 2017-18 to be designated o as the "Santa Clarita Landscaping and Lighting District" (Consolidated District), retaining the j Benefit Zone boundaries, improvements, methods of apportionment, and maximum assessments LU previously established within the Existing Districts and Benefit Zone; and Z WHEREAS, the City Council, pursuant to the provisions of the Act, desires to initiate proceedings for the levy and collection of the annual assessments within the Consolidated co District for Fiscal Year 2017-18, and specifically for the Benefit Zone identified herein for the purposes provided therefore in the Act; and c 0 WHEREAS, the City Council has retained Willdan Financial Services, for the purpose of assisting with the consolidation of the Existing Districts and the annual levy of assessments for the Consolidated District, and to prepare and file a report with the City Clerk in accordance with Article 4, commencing with Section 22565, of Chapter 1 of the Act. 2 NOW, THEREFORE, the City Council of the City of Santa Clarita does hereby resolve as follows: SECTION 1. Annual Levy Report: The City Council hereby orders Willdan Financial Services, acting as Assessment Engineer, to prepare and file with the City Clerk an Engineer's Report concerning the installation, construction, or maintenance of any authorized improvements under the Act, any proposed new improvements or any substantial changes in existing improvements, and the levy and collection of the proposed Fiscal Year 2017-18 assessments for the Consolidated District and Benefit Zone as required by the provisions of the Act. Packet Pg. 122 SECTION 2. Improvements: The installation, construction, or maintenance of any authorized improvements under the Act, including, but not limited to streetlighting, traffic signals, landscape and irrigation improvements, and any facilities which are appurtenant to any of the aforementioned or which are necessary or convenient for the maintenance or servicing thereof. SECTION 3. The City Clerk shall certify to the adoption of this Resolution. PASSED, APPROVED, AND ADOPTED this 23rd day of May 2017. ATTEST: CITY CLERK DATE: w STATE OF CALIFORNIA ) �_ COUNTY OF LOS ANGELES ) ss. c CITY OF SANTA CLARITA ) I, Mary Cusick, City Clerk of the City of Santa Clarita, do hereby certify that the foregoing Resolution was duly adopted by the City Council of the City of Santa Clarita at a regular meeting thereof, held on the 23rd day of May 2017, by the following vote: AYES: COUNCILMEMBERS: NOES: COUNCILMEMBERS: ABSENT: COUNCILMEMBERS: CITY CLERK Packet Pg. 123 RESOLUTION 17- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA CLARITA, CALIFORNIA, DECLARING THE CITY'S INTENTION TO CONSOLIDATE STREETLIGHT MAINTENANCE DISTRICT NO. I. LANDSCAPE MAINTENANCE DISTRICT NO. 1, AND LANDSCAPE MAINTENANCE DISTRICT NO. T-1 INCLUDING AND INCORPORATING THE ZONES THEREIN AS THE SANTA CLARITA LANDSCAPING AND LIGHTING DISTRICT; AND TO LEVY ASSESSMENTS, PRELIMINARILY APPROVE THE ENGINEER'S REPORT IN CONNECTION WITH ZONE T4 OF THE SANTA CLARITA LANDSCAPING AND LIGHTING DISTRICT, FOR FISCAL YEAR 2017-18, AND APPOINTING A TIME AND PLACE FOR COMMENT (PUBLIC HEARING) ON THE ENGINEER'S REPORT WHEREAS, the City Council of Santa Clarita, California (City Council), pursuant to the provisions of the Landscaping and Lighting Act of 1972, being Division 15 of the Streets and Highways Code of the State of California (Act), being the legislative body for Santa Clarita's Streetlight Maintenance District No. 1; and Landscape Maintenance District Nos. 1, and T-1 (Existing Districts) inclusive of Landscaping Zone No. T4, (Benefit Zone), pursuant to Chapter 2, Article 2, Section 22605 of the Act, may order the consolidation into a single assessment district two or more existing assessment districts formed pursuant to the Act; and WHEREAS, the City Council, pursuant to the provisions of the Act, did by previous a resolution initiate proceedings to consolidate the Existing Districts including the designated ow Benefit Zones into a single assessment district for Fiscal Year 2017-18 to be designated as the "Santa Clarita Landscaping and Lighting District" (Consolidated District); and for the levy and collection of assessments within the Consolidated District inclusive of the designated Benefit Zones for Fiscal Year 2017-18, for the purposes provided therefore in the Act; and o WHEREAS, the City Council is desirous to undertake proceedings to provide for the annual levy of assessments for Fiscal Year 2017-18 to provide for the costs and expenses necessary to pay for the operation, maintenance, and servicing of the improvements in the Consolidated District and Benefit Zones; and WHEREAS, in order to maintain the improvements and facilities at a standard acceptable to the City, the assessments within the Consolidated District and designated Benefit Zones will need to be levied for Fiscal Year 2017-18; and WHEREAS, Article XIIID of the California State Constitution (State Constitution) often referred to as Proposition 218 or the Right to Vote on Taxes Act, requires in part that if the assessment rate is to be increased above the previously adopted maximum assessment rate and rate adjustment, a notice of the proposed new or increased assessment along with a ballot, shall be mailed to all owners of the affected parcels, and the agency shall conduct a public hearing not less than 45 days after the mailing of said notice and ballot; and Packet Pg. 124 WHEREAS, notices and Assessment Ballots are not required if assessments are not increased, other than for the amount of the Consumer Price Index (CPI); and WHEREAS, the Fiscal Year 2017-18 CPI has been determined to be 1.97 percent calculated from the annual change in the CPI, during the preceding year ending in December, for All Urban Consumers, and the Los Angeles, Riverside, and Orange County areas; and WHEREAS, during Fiscal Year 2017-18, the City may acquire, install and convert existing street lighting improvements to be financed through the use of tax-exempt obligations, and such acquisition, installation and conversion constitute proposed new improvements or substantial changes in the existing improvements for the Consolidated District the costs of which, other than maintenance and servicing, is greater than can be conveniently raised from a single annual assessment and may be determined to be collected in installments; and WHEREAS, the designated Engineer of Work for the Consolidated District, Willdan Financial Services (Engineer), has prepared and filed with the City Clerk a preliminary Engineer's Report (Report) concerning the installation, construction, or maintenance of any authorized improvements under the Act, including any proposed new improvements or any substantial changes in existing improvements, and the levy and collection of the proposed Fiscal Year 2018-19 assessments for the designated Benefit Zones within the Consolidated District as required by the provisions of the Act. Pursuant to Chapter 1, Article 4, Section 22567 of the Act. this Report contains the following: w a. Plans and specifications describing the general nature, location, and extent of the improvements to be maintained, which incorporate the acquisition, installation, replacement, construction, maintenance, and/or servicing of any authorized improvements under the Act, including, but not limited to street lighting, traffic signals, o landscape and irrigation improvements, and any facilities which are appurtenant to any of 5 the aforementioned or which are necessary or convenient for the maintenance or servicing thereof, c b. An estimate of the cost of the operation, maintenance, and/or servicing of the improvements for the designated Benefit Zones within the Consolidated District for the referenced fiscal year; c. Plans and specifications describing the general nature, location, and extent of the acquisition, installation and conversion of street lighting improvements, including retrofit thereof, the estimated cost thereof other than maintenance and servicing; the number of annual installments and the fiscal years during which they are to be collected; and the maximum amount of each annual installment; d. Diagrams for the designated Benefit Zones within the Consolidated District; e. An assessment of the estimated costs of the operation, maintenance, and/or servicing, of the improvements, and any assessment installment, assessing the net amount upon all assessable lots and/or parcels within the designated Benefit Zones in the Consolidated District in proportion to the special benefits received; and 2 Packet Pg. 125 WHEREAS, this City Council has examined and considered the Report, improvements, diagrams, and assessments, and the proceedings prior thereto; and WHEREAS, the Fiscal Year 2017-18 assessments as described in the Report for the designated Benefit Zones are not proposed to be increased above the previously approved and adopted CPI and such assessments are adequate to maintain the facilities. NOW, THEREFORE, the City Council of the City of Santa Clarita does hereby resolve as follows: SECTION 1. Recitals: That the above recitals are all true and correct. SECTION 2. Declaration of Intention: That the public interest and convenience requires, and it is the intention of this legislative body, to levy and collect assessments to pay the net annual special benefit costs and expenses for the acquisition, installation, replacement, construction, maintenance, and/or servicing of the improvements and facilities for the above - referenced designated Benefit Zones within the Consolidated District. SECTION 3. New of Substantially Changed Improvements: The City determines that the new or substantially changed improvements to be financed by the Consolidated District, namely the acquisition, installation and conversion of street lights within the Consolidated District and z retrofit thereof, estimated to cost $17,000,000, is greater than can be conveniently raised from a Z a single annual assessment. The City declares its intent pursuant to and in accordance with the w provisions of the Act and the State Constitution to spread the cost of the improvements, including related incidental expenses, over a period of not to exceed thirty (30) years, commencing Fiscal Year 2018-19, with an estimated maximum annual installments of not to exceed $2,200,000 (assuming a 10 year financing), as a component within the maximum amount o of the current and future approved annual assessments. SECTION 4. Fiscal Year: That the assessments described in the Report and proposed to be levied as part of these proceedings will provide revenue related to the acquisition, installation, replacement, construction, maintenance, and/or servicing of any authorized improvements under the Act as outlined in the Report for the Fiscal Year, commencing July 1, 2017, and ending June 30, 2018. SECTION 5. District Designations and Location: The designated Benefit Zones within the Consolidated District addressed in this Resolution of Intention and addresssed in the Report include and incorporate the district and zones previously identified as Landscape Maintenance District No. T-1 inclusive of Zone No. T4. The overall boundaries of the Consolidated District is coterminous within the boundaries of the City of Santa Clarita although not all parcels within the City are included in the designated Benefit Zones, nor are all parcels assessed. SECTION 6. Preliminarily Report Approval: The City Council hereby finds that the Report filed with the City Clerk and submitted to the City Council provides a full and detailed description of the new and existing improvements, estimated costs of the operation, maintenance and/or servicing of the improvements, estimated costs of the acquisition, installation and Packet Pg. 126 conversion of improvements, including the maximum annual assessment components, the boundaries of the designated Benefit Zones, and the proposed assessments upon assessable lots and parcels of land within said Benefit Zones and Consolidated District, consistent with the provisions of the Act and the State Constitution. The City Council hereby preliminarily approves and adopts the Report as submitted or as modified herein by direction of the City Council as reflected by the minutes of the Council Meeting at which this Resolution of Intention was adopted. The Report as preliminary approved shall stand as the Engineer's Report for the purposes of all subsequent proceedings pursuant to this Resolution of Intention and filed with the City Clerk. SECTION 7. Assessments: The proposed assessments as described in the Report for Fiscal Year 2017-18 are not proposed to be increased above the previously approved and adopted CPI adjustment. SECTION 8. Public Hearing Date: The City Council hereby appoints June 13, 2017, at 6:00 p.m., in the City of Santa Clarita, California, as the time, place, and date of the Public Hearing on the Consolidated District, the designated Benefit Zones, and the Report prepared and filed in connection therewith. At the hearing, the City Council shall hear and consider all discussion regarding the proposed assessments as described in the Report. SECTION 9. Notice of Public Hearing: The City Council hereby directs the City Clerk z or their authorized representative to cause Notice of the Public Hearing to be given in the manner z a provided by applicable law. cow SECTION 10. Adoption of Resolution: The City Clerk shall certify to the adoption of this Resolution. PASSED, APPROVED, AND ADOPTED this 23rd day of May 2017 ATTEST: CITY CLERK DATE: 0 MAYOR Packet Pg. 127 STATE OF CALIFORNIA ) COUNTY OF LOS ANGELES ) ss. CITY OF SANTA CLARITA ) I, Mary Cusick, City Clerk of the City of Santa Clarita, do hereby certify that the foregoing Resolution was duly adopted by the City Council of the City of Santa Clarita at a regular meeting thereof, held on the 23rd day of May 2017, by the following vote: AYES: COUNCILMEMBERS: NOES: COUNCILMEMBERS: ABSENT: COUNCILMEMBERS: CITY CLERK I Packet Pg. 128 d ` o N o �* LMD Zone Zone Name FY 13/14 Applied Rate FY 14/15 Applied Rate FY 15/16 Applied Rate FY 16/17 Applied Rate Proposed FY 17/18 Applied Rate FY 17/18 Max Rate Net Applied Rate Change from FY 16/17 G q CD FY 17/18 w o n iv c y F �CJ 3 Applied Rate ti a a Variance fromF y Q ti ° o a Maximum a m �°�} y y Q o Rate °U ° Q v Q 4 N 1 1 Golden Valley Centex $ 32.50 $ 66.43 $ 66.49 $32.50 $32.50 $69.18 $0.00 ($36.68) X 2 2 Edwards Cinema - Parkways $ 28.00 $0.00 $0.00 $0.00 $0.00 $2,995.33 $0.00 ($27995.33) X X 3 3 Sierra Heights $ 630.00 $ 630.00 $ 630.00 $630.00 $0.00 $688.20 ($630.00) ($688.20) X X X 3A Sierra Heights $ 200.00 $ 25.00 $ 200.00 $25.00 $0.00 $268.33 ($25.00) ($268.33) X X X 4 4 Via Princessa/Sierra Hwy $ 205.64 $ 205.64 $ 111.25 $111.25 $0.00 $215.32 ($111.25) ($215.32) X X X 5 Sunset Hills $ 865.00 $ 865.00 $0.00 $432.50 $441.02 $13260.75 $8.52 ($819.73) X X 51 5A ISunset Hills $ 583.00 $ 583.00 $0.00 $291.50 $297.25 $849.77 $5.75 ($552.52) X 6 1 6 lCanyon Crest $ 425.00 $ 425.00 $ 425.00 $200.00 $175.00 $568.96 ($25.00) ($393.96) X 7 7 JCreekside $ 255.86 $ 255.86 $ 220.35 $210.00 $200.00 $267.90 ($10.00) ($67.90) X �X 8 7A Woodlands $0.00 $0.00 $0.00 $0.00 $0.00 $236.52 $0.00 ($236.52) X X 9 8 Ackerman Avenue $ 214.90 $ 214.90 $ 214.90 $220.67 $225.01 $225.01 $4.34 $0.00 X X 10 15 River Village $ 431.86 $ 646.86 $ 880.00 $750.00 $700.00 $1,009.47 ($50.00) ($309.47) X X 11 16 Valencia Industrial Center $ 30.00 $ 30.00 $ 24.49 $15.00 $15.00 $33.74 $0.00 ($18.74) X 12 17 Bouquet/RailroadAve $ 80.84 $ 81.28 $ 81.35 $83.01 $83.01 $84.65 $0.00 ($1.64) X X 13 18 Town Center / Creekside $ 188.03 $ 193.25 $ 129.30 $125.00 $160.00 $201.26 $35.00 ($41.26) X X X 14 19 Bridgeport / Bouquet $ 59.28 $ 76.76 $ 76.84 $78.40 $79.94 $79.94 $1.54 $0.00 X X 15 20 Golden Valley Ranch - Com $ 320.47 $ 320.47 $ 320.47 $600.00 $600.00 $33135.72 $0.00 ($2,535.72) X 16 21 Golden Valley Ranch - Res $ 12.68 $ 220.00 $ 220.00 $600.00 $600.00 $1,925.61 $0.00 ($1,325.61) X X 17 22 HMNMH $ 200.00 $ 175.00 $ 100.58 $85.00 $85.00 $279.16 $0.00 ($194.16) X 18 23 Montecito $ 49.14 $ 49.41 $ 49.45 $50.46 $51.45 $51.45 $0.99 $0.00 X X 19 24 Canyon Gate $ 642.35 $ 250.00 $0.00 $0.00 $0.00 $687.52 $0.00 ($687.52) X X 20 25 Valle Di Oro $ 42.64 $ 82.64 $ 82.64 $102.64 $100.00 $166.60 ($2.64) ($66.60) X X 21 26 Centre Pointe $ 85.88 $ 85.88 $ 42.94 $22.94 $20.00 $91.92 ($2.94) ($71.92) X X 22 27 Circle J. Ranch $ 707.40 $ 700.00 $ 260.49 $300.00 $300.00 $757.14 $0.00 ($457.14) X 23 28 Newhall $ 74.63 $ 74.63 $ 75.12 $76.63 $78.14 $78.14 $1.51 $0.00 X X 24 29 Villa Metro N/A $ 228.59 $ 228.59 $234.72 $239.34 $239.34 $4.62 $0.00 X 25 30 Penlon N/A N/A $ 212.99 $217.53 $221.81 $221.81 $4.28 $0.00 X 26 31 Five Knolls N/A N/A $ 648.50 $663.20 $676.25 $676.25 $13.05 $0.00 X X 27 2008-1 Major Thoroughfare Medians $ 62.46 $ 62.46 $ 62.86 $64.14 $65.39 $65.39 $1.25 $0.00 X X 28 T1 Faircliff $ 4,000.00 $ 41000.00 $0.00 $0.00 $0.00 $8,480.17 $0.00 ($87480.17) X X 29 T2 Old Orchard $ 181.04 $ 181.04 $ 181.04 $184.72 $184.72 $193.77 $0.00 ($9.05) X 30 T3 Valencia Hills $ 331.65 $ 331.65 $ 331.65 $331.65 $200.00 $402.38 ($131.65) ($202.38) X X -T3-B- Valencia Hills Trees $ 31.32 $ 31.32 $ 31.32 $31.32 $31.32 $38.00 $0.00 ($6.68) X 31 T4 Valencia Meadows $ 144.00 $ 144.00 $ 144.00 $144.00 $144.00 $221.20 $0.00 ($77.20) X 32 T5 Valencia Glen $ 203.97 $ 203.97 $ 203.97 $203.97 $203.97 $222.73 $0.00 ($18.76) X 33 T6 Valencia South Valley $ 232.18 $ 232.18 $ 232.18 $232.18 $232.18 $248.51 $0.00 ($16.33) X 34 T7 Valencia Central & North Valley $ 244.34 $ 244.34 $ 244.34 $244.34 $244.34 $261.52 $0.00 ($17.18) X X 35 TS Ivalencia Summit $ 513.47 $ 516.24 $ 516.76 $527.25 $537.63 $537.63 $10.38 $0.00 X X 36 T17 I Rainbow Glen $ 509.02 1 $ 509.02 $ 509.02 $509.02 $509.02 $532.98 $0.00 ($23.96) X I Packet Pg. 129 d `o N o �* LMD Zone Zone Name FY 13/14 Applied Rate FY 14/15 Applied Rate FY 15/16 Applied Rate FY 16/17 Applied Rate Proposed FY 17/18 Applied Rate FY 17/18 Max Rate Net Applied Rate Chane g from FY 16/17 co FY 17/18 t o y F �C n a J 3 Applied Rate ti a Variance from F y Q ti ° o a Maximum a m �°�} y y Q o Rate °U ° Q v Q 4 4,U C N 37 T20 EI Dorado Village $ 300.00 $ 300.00 $ 300.00 $300.00 $300.00 $300.00 $0.00 $0.00 X X T23 Mountain View Slopes $ 620.00 $ 620.00 $ 620.00 $620.00 $620.00 $715.78 $0.00 ($95.78) X 38 T23-1 Mountain View Slopes $ 310.00 $ 310.00 $ 310.00 $310.00 $310.00 $414.73 $0.00 ($104.73) X T23-2 Mountain View Slopes $ 310.00 $ 310.00 $ 310.00 $310.00 $310.00 $414.73 $0.00 ($104.73) X 39 T23A Mountain View Condos $ 799.49 $ 799.49 $ 799.49 $799.49 $837.11 $837.11 $37.62 $0.00 X X 40 T23B Seco Villas $ 674.80 $ 678.44 $ 679.12 $692.91 $706.55 $706.55 $13.64 $0.00 X X 41 T29 American Beauty $ 280.00 $ 280.00 $ 280.00 $250.00 $225.00 $380.93 ($25.00) ($155.93) X< T31-1 Shangri-La $ 11125.99 $ 11125.99 $ 17125.99 $17125.99 $17100.99 $1,205.16 ($25.00) ($104.17) X ;+ 42 T31 -1A Shangri-La $ 390.23 $ 415.23 $ 465.23 $538.37 $513.36 $548.97 ($25.01) ($35.61) X T31-2 Shangri-La $ 77026.59 $ 77026.59 $ 77026.59 $77026.59 $77165.01 $7,520.63 $138.42 ($355.61) X X 43 T33 Canyon Park $ 200.00 $ 250.00 $ 250.00 $200.00 $200.00 $300.00 $0.00 ($100.00) X X 44 T44 Bouquet Canyon $ 300.00 $ 300.00 $ 300.00 $300.00 $300.00 $300.00 $0.00 $0.00 X X 45 T46 Northbridge $ 700.00 $ 675.00 $ 614.35 $614.35 $675.00 $850.47 $60.65 ($175.47) X X 46 T47 Northpark $ 399.14 $ 401.30 $ 401.69 $409.85 $417.92 $417.92 $8.07 $0.00 X X 47 T48 Shadow Hills $ 455.00 $ 455.00 $ 455.00 $455.00 $455.00 $455.00 $0.00 $0.00 X X 48 T51 Valencia High School $ 470.00 $ 500.00 $ 500.00 $550.00 $550.00 $591.43 $0.00 ($41.43) X 49 T52 Stonecrest (Lower) $ 819.16 $ 823.58 $ 824.41 $841.14 $857.71 $857.71 $16.57 $0.00 X X 50 T62 Canyon Heights $ 600.00 $ 600.00 $ 600.00 $600.00 $600.00 $600.00 $0.00 $0.00 X X 51 T65 Fair Oaks $ 532.00 $ 515.00 $0.00 $0.00 $0.00 $994.68 $0.00 ($994.68) X X 52 T65A Fair Oaks Ranch $ 400.00 $ 390.00 $0.00 $0.00 $0.00 $594.12 $0.00 ($594.12) X X 53 T65B Fair Oaks Park $ 206.60 $ 206.60 $ 206.00 $0.00 $0.00 $216.32 $0.00 ($216.32) X X 54 T67 Miramontes $ 400.00 $ 550.00 $ 550.00 $500.00 $500.00 $883.12 $0.00 ($383.12) X T68 -Res West Creek Residential $ 97.36 $ 97.36 $ 109.84 $ 112.60 $114.82 $114.82 $2.22 $0.00 X `Xi 55 T68 -Com West Creek Commercial $ 109.47 $ 109.47 $ 125.17 $ 128.31 $130.83 $130.83 $2.52 $0.00 X X T69 -Res West Hills Residential $ 488.72 $ 488.72 $ 395.13 $ 395.13 $0.00 $633.72 ($395.13) ($633.72) X X X T69 -Com West Hills Commercial $ 501.22 $ 501.22 $ 425.87 $ 425.87 $0.00 $617.60 ($425.87) ($617.60) X X X 56 T69 -Res West Hills Residential (MWD) $ 12.01 $ 12.01 $ 57.45 $ 57.45 $58.58 $442.51 $1.13 ($383.93) X X X T69 -Com West Hills Commercial (MWD) $ 14.21 $ 14.21 $ 71.73 $ 71.73 $73.14 $496.40 $1.41 ($423.26) X X X 57 T71 Haskell Canyon Ranch $ 500.00 $ 585.97 $ 586.55 $598.45 $598.45 $610.25 $0.00 ($11.80) X T77 West Creek Park $ 63.53 $ 63.53 $ 71.39 $ 73.18 $0.00 $74.62 1 ($73.18) ($74.62)1 X I X X 58 T77 -MWD MWD - West Creek Park $ 16.58 $ 16.58 $ 79.31 $ 79.31 $80.87 $155.95 1 $1.56 1 ($75.08)1 X I X X This table illustrates measurable criteria used to recommend the FY 17/18 LIVID rates. The most important criteria is the financial health of each zone's reserve. Our goal is to have 50% of a zones' operating cost in "reserve" and identify funds to be used in support of future capital reserve needs. The City's standard identifies the ratio we strive for in the following formula: total reserve is equal to one year's assessment. Where the reserve meets this criteria, the reserve goal is considere "met". And where the reserve fails to meet this criteria, the reserve goal is considered "unmet". Zones (64%) - * 40 of 58 Zones (69%) - Levied less than the maximum o 11 of 58 Zones (19%) - Levy reduced from FY 16/17 * 9 of 58 Zones (16%) - Zero levy assessment o 37 of 58 Zones (64%) - Reserve goal accomplished I Packet Pg. 130 City of Santa Clarlta Engineer's Report Landscaping and Lighting District Fiscal year 2017/2018 Intent Meeting: May 23, 2017 Public Hearing: June 13, 2017 Prepared on: May 15, 2017 *WILLDAN Financial Services CITY OF SANTA CLARITA SANTA CLARITA LANDSCAPING AND LIGHTING DISTRICT ENGINEER'S REPORT CERTIFICATE This Report describes the District including the improvements, budgets, parcels and assessments to be levied for fiscal year 2017/2018, as they existed at the time of the passage of the Resolution of Intention. Reference is hereby made to the Los Angeles County Assessor's maps for a detailed description of the lines and dimensions of parcels within the Districts. The undersigned respectfully submits the enclosed Report as directed by the City Council. Dated this day of , 2017. Bv: Stacee Reynolds Senior Project Manager District Administration Services Willdan Financial Services Assessment Engineer By: Richard Kopecky R. C. E. # 16742 I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto attached was filed with me on the day of , 2017. By: Mary Cusick, City Clerk City of Santa Clarita Los Angeles County, California I HEREBY CERTIFY that the enclosed Engineer's Report, together with Assessment Roll and Assessment Diagram thereto attached was approved and confirmed by the City Council of the City of Santa Clarita, California, on the day of , 2017. By: Mary Cusick, City Clerk City of Santa Clarita Los Angeles County, California TABLE OF CONTENTS TABLE OF CONTENTS 1 /, OVERVIEW 1 A. INTRODUCTION 1 B. EFFECT OF PROPOSITION 218 3 C. ANNUAL CONSUMER PRICE INDEX ADJUSTMENT 4 A PLANS AND SPECIFICATION 5 A. IMPROVEMENTS AUTHORIZED BY THE 1972 ACT 5 B. DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED 6 Landscaping Improvements 6 Streetlighting Improvements 9 C. CAPITAL IMPROVEMENT PROJECTS 10 ESTIMATE OF COSTS 12 Landscaping Budgets 13 Streetlighting Budget 16 IV METHOD OF APPORTIONMENT OF ASSESSMENT 17 A. GENERAL 17 B. REASON FOR THE ASSESSMENT 17 C. SPECIAL BENEFIT ANALYSIS 17 Landscaping Benefits 18 Streetlighting Improvement Benefits 19 D. GENERAL BENEFITS 20 E. APPORTIONMENT METHODOLOGY 21 Landscaping Methodology 21 Streetlighting Methodology 25 F. ASSESSMENT RATES AND ANNUAL LEVY 27 Landscaping Zones 27 Streetlighting Zones 31 Y ASSESSMENT ROLL 34 K ASSESSMENT DIAGRAM 35 APPENDIX Landscaping Improvements WILLDAN Financial Services /, OVERVIEW A. INTRODUCTION The City of Santa Clarita (the "City"), under the provisions of the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (the "1972 Act') and the provisions of the California Constitution Article XIII D enacted by Proposition 218 (the "Constitution"), has annually levied and collect special assessments for the City's maintenance assessment districts designated as: • Streetlight Maintenance District No. 1 ("SMD No.1" previously LLA -1); • Landscape Maintenance District No. 1 ("LIVID No. 1"); and • Landscape Maintenance District No. T1 ("LIVID No. TV) (collectively referred to as the "Existing Districts'). Collectively, these three Existing Districts incorporate and are inclusive of Streetlighting Zones A and B, and Landscaping Zones 1, 2, 3, 3A, 41 51 5A, 61 73 7A3 81 15, 16, 173 183 19, 20, 213 227 23, 24, 25, 26, 273 28, 29, 30,317 2008-11 T2, T3,T313, T4, T51 T67 T71 T81 T171 T20, T23, T23 -A, T23-13, T295 T31, T33, T44, T463 T471 T481 T511 T521 T621 T65, T65 -A, T65-13, T67, T683 T691 T711 T77 and T1 (the "Zones). Being the legislative body for the Existing Districts, pursuant to Chapter 2, Article 2, Section 22605 of the 1972 Act, for Fiscal Year 2017/2018, the City Council as part of these proceedings is consolidating the three Existing Districts including the Zones therein into a single assessment district to be designated as: Santa Clarita Landscaping and Lighting District (the "District'), to provide and maintain various landscaping and lighting improvements throughout the City that provide special benefits to properties within the District. In accordance with the 1972 Act, the new District will retain the Zone designations, Zone boundaries, methods of apportionment and authorized maximum assessments for each Zone previously established within the Existing Districts to address variations in the nature, location, and extent of the improvements that provide special benefits to parcels within the City. Within the boundaries of the District, parcels are assigned to various Zones each of which is associated with a set of improvements and/or type of improvements that provide special benefit to properties within that Zone. The landscaping improvements are generally located within the right of ways and easements of the respective Landscaping Zones and streetlights locations associated with the Streetlighting Zones are included on lighting inventory maps available for inspection at the City. This Engineer's Report (the `Report") has been prepared pursuant to Chapter 1, Article 4, Chapter 3 and Chapter 5 of the 1972 Act, and presented to the City Council for their consideration and approval of the proposed improvements and services to be provided within the District and the levy and collection of annual assessments related thereto for Fiscal Year 2017/2018 and includes all Zones previously established. This Report includes all annexations to the Streetlight and landscape Zones which have been approved by the City Council to date. In the time since adoption of the Fiscal Year 2016-17 Annual Levy of the District, the City Council has approved and ordered the annexation of parcels into the District as part of the creation of Landscaping Zone 32. As part of these previous Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscaping and Lighting District Page 1 WILLDAN Financial Services actions the Council authorized the Fiscal Year 2017-18 levy and collection of assessments related to these specific parcels within the District. If any section, subsection, sentence, clause, phrase, portion, zone, or subzone of this Report is, for any reason, held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining provisions of the Report and each section, subsection, subdivision, sentence, clause, phrase, portion, zone, or subzone thereof, irrespective of the fact that any one or more sections, subsections, sentences, clauses, phrases, portions, zones, or subzones might subsequently be declared invalid or unconstitutional. Although included in the listing and descriptions of the Zones within this District, Landscaping Zone T1 (District No. T1A) was originally created by the County of Los Angeles under the provisions of the Improvement Act of 1911, prior to the transfer of jurisdiction to the City. Ad -valorem revenue is collected directly from property taxes to fund the landscaping improvement associated with this area of the City. The collection of this ad -valorem revenue each fiscal year requires no City Council action, but is referenced in this Report as part of the Landscaping maintenance program within the City. Prior to Fiscal Year 1998/1999, streetlight services in the City of Santa Clarita were provided and funded by two contiguous special districts administered by the County of Los Angeles, which included County Lighting Maintenance District ("CLMD 1867") that was funded by ad -valorem property tax revenues pursuant to the Improvement Act of 1911, and County Lighting District LLA -1 that was formed in July 1979 after the passage of Proposition 13 and funded by assessments pursuant to the 1972 Act. Upon incorporation of the City in 1987, a Santa Clarita Zone was established by the County specifically for the area within the City's boundaries incorporating CLMD 1867 and County Lighting District LLA -1 which covered the greater portion of the City. In July 1998, the two County streetlighting districts were transferred to the jurisdiction of the City as Streetlight Maintenance District No. 1 ("District") (previously County Lighting District LLA -1) and Streetlight Maintenance District No. 2 (previously CLMD 1867). Upon the effective date of the transfer, the City assumed total responsibility for the maintenance contract under which Southern California Edison provides the required services and the City Council became the legislative body for acting as the governing body for the operation and administration of the districts. In 2016, additional parcels located within three (3) developments were annexed from Los Angeles County to the City. All parcels within these developments were annexed into the existing Streetlight Maintenance District. The developments and LAFCO (Local Agency Formation Commission) annexation approval dates are as follows: • West Creek Copperhill Village — November 15, 2016 • West Creek Canyon Estates — November 15, 2016 • West Creek Park — November 15, 2016 Like Landscaping Zone T1 (District No. T1A), the collection of the ad -valorem revenue each fiscal year associated with Streetlight Maintenance District No. 2 (previously CLMD 1867) requires no City Council action, but is referenced in this Report as part of the streetlighting maintenance program within the City. In future years, as territory is annexed into the City, annexation to Zone B of the District will be a condition of annexation to the Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscaping and Lighting District Page 2 WILLDAN Financial Services City. However it is not clear at this time, whether the City can collect ad -valorem on any new annexations to the City. Annually, the City establishes the assessments for each Zone based on the special benefit received by the properties in that Zone and the associated net special benefit expenses. These special benefit expenses are based on the historical and estimated costs to maintain the improvements that provide direct and special benefits to properties within each Zone of the District and include all expenditures, deficits, surpluses, revenues, and reserves. Each parcel is assessed proportionately for only those improvements provided and for which the parcel receives special benefits. Following consideration of all public comments and written protests at a noticed public hearing and review of the Report, the City Council may order amendments to the Report or confirm the Report as submitted. Following final approval of the Report and confirmation of the assessments, the Council may order the levy and collection of assessments for Fiscal Year 2017/2018 pursuant to the 1972 Act. Once the levy is approved, the assessment information will be submitted to the County Auditor -Controller and included on the property tax roll for each benefiting parcel for Fiscal Year 2017/2018. B. EFFECT OF PROPOSITION 218 On November 5 1996, the electorate approved Proposition 218, Right to Vote on Taxes Act, which added Articles XIIIC and MID to the California Constitution. The Article MID affects all assessments upon real property for a special benefit conferred on the property. Assessments imposed under the Landscaping and Lighting Act of 1972 are these types of benefit assessments. The provisions of Proposition 218 can be summarized in four general areas: 1. Strengthens the general and special tax provisions of Propositions 13 and 62; 2. Extends the initiative process to all local taxes, assessments, fees and charges; 3. Adds substantive and procedural requirements to assessments; and 4. Adds substantive and procedural requirements to property -related fees and charges. Prior to Proposition 218, property owners petitioned to be annexed into one or more of the Existing Districts and were annexed to the appropriate Zones or established as new Zones in those districts. After the passage of Proposition 218, inclusion of various developments and parcels to the districts included the balloting of the property owners of record in compliance with Proposition 218. Likewise, Zones and parcels subject to a proposed new or increased assessment were ballotted for those new or increased assessments in accordance with Article XIIID of the Constitution. The process of consolidating the Existing Districts into the Santa Clarita Landscaping and Lighting District does not facilitate any changes to the Zones or assessments previously established and this Report does not propose to increase the assessments for any Zones within the District, above the previously approved annual Consumer Price Index ("CPP') adjustment as described below in Section C. Any new or increased assessments for Fiscal Year 2017/2018 other than the CPI adjustment, if any, have been addressed in separate protest ballot proceedings and related Reports approved by prior Council action at prior Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscaping and Lighting District Page 3 WILLDAN Financial Services Council meetings. Any subsequent increases in the assessments, as defined by Government Code Sections 53750-53756 (Proposition 218 Omnibus Implementation Act), will be subject to the procedures and approval process of Section 4 of Article XIIID. C. ANNUAL CONSUMER PRICE INDEX ADJUSTMENT With the exceptions of Streetlighting Zone A, and Landscaping Zones T20, T331 T441 T48 and T62, the authorized maximum assessment rates for each Zone includes an annual cost of living adjustment based on the annual percentage change in the Consumer Price Index (CPI). This annual adjustment to the maximum assessment rates authorized is defined as follows: The maximum assessment rate may increase each fiscal year based on the annual change in the Consumer Price Index (CPI), during the preceding year, for All Urban Consumers, for the Los Angeles, Riverside and Orange County areas, published by the United States Department of Labor, Bureau of Labor Statistics (or a reasonably equivalent index should the stated index be discontinued). For Fiscal Year 2017/2018, the applicable CPI increase during the preceding year and applied to the applicable Zone maximum assessment rates is 1.97%. Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscaping and Lighting District Page 4 WILLDAN Financial Services //. PLANS AND SPECIFICATION A. IMPROVEMENTS AUTHORIZED BY THE 1972 ACT As applicable or may be applicable to this District, the 1972 Act defines improvements to mean one or any combination of the following: • The installation or planting of landscaping. • The installation or construction of statuary, fountains, and other ornamental structures and facilities. • The installation or construction of public lighting facilities, including, but not limited to, traffic signals. • The installation or construction of any facilities which are appurtenant to any of the foregoing or which are necessary or convenient for the maintenance or servicing thereof, including, but not limited to, grading, clearing, removal of debris, the installation or construction of curbs, gutters, walls, sidewalks, or paving, or water, irrigation, drainage, or electrical facilities. • The installation of park or recreational improvements, including, but not limited to, all of the following: ➢ Land preparation, such as grading, leveling, cutting and filling, sod, landscaping, irrigation systems, sidewalks, and drainage. ➢ Lights, playground equipment, play courts, and public restrooms. • The maintenance or servicing, or both, of any of the foregoing. • The acquisition of land for park, recreational, or open -space purposes. • The acquisition of any existing improvement otherwise authorized pursuant to this section. • Incidental expenses associated with the improvements include, but are not limited to: • The cost of preparation of the report, including plans, specifications, estimates, diagram, and assessment; • The costs of printing, advertising, and the publishing, posting and mailing of notices; • Compensation payable to the County for collection of assessments; • Compensation of any engineer or attorney employed to render services; • Any other expenses incidental to the construction, installation, or maintenance and servicing of the improvements; • Any expenses incidental to the issuance of bonds or notes pursuant to Section 22662.5. • Costs associated with any elections held for the approval of a new or increased assessment. Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscaping and Lighting District Page 5 WILLDAN Financial Services The 1972 Act defines "maintain" or "maintenance" to mean furnishing of services and materials for the ordinary and usual maintenance, operation, and servicing of any improvement, including: Repair, removal, or replacement of all or any part of any improvement. • Providing for the life, growth, health, and beauty of landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injury. The removal of trimmings, rubbish, debris, and other solid waste. • The cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti. B. DESCRIPTION OF IMPROVEMENTS TO BE MAINTAINED AND SERVICED Landscaping Improvements The improvements installed, maintained and serviced within the Landscaping Zones are generally described as improvements within public rights-of-way and dedicated landscape easements within various tracts and on individual parcels located throughout the City including, but not limited to: landscaping, planting, shrubbery, trees, grass, other ornamental vegetation, irrigation systems, hardscapes and fixtures; statuary, fountains and other ornamental structures and facilities; public lighting facilities; facilities which are appurtenant to any of the foregoing or which are necessary or convenient for the maintenance or servicing thereof, including, but not limited to, clearing, removal of debris, the installation or construction of curbs, gutters, walls, sidewalks, or paving, or water, irrigation, drainage, or electrical facilities; and, park or recreational improvements, including, but not limited to, playground equipment, play courts, public restrooms, and paseos/trails. District funds are used for the maintenance and servicing including, but not limited to, labor, electrical energy, water, materials, contracting services, administration, reserve, and other expenses necessary for the satisfactory maintenance and servicing of these improvements. Maintenance means the furnishing of services and materials for the ordinary and usual maintenance, operation and servicing of the ornamental structures, landscaping and appurtenant facilities, including repair, removal or replacement of all or part of any of the ornamental structures, landscaping or appurtenant facilities; providing for the life, growth, health and beauty of the landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, and treating for disease or injury; the removal of trimmings, rubbish, debris, other solid waste; and pest control; the cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti. Servicing means the furnishing of electricity for the operation of any appurtenant facilities, water for the irrigation and control of the landscaping, and the maintenance of any of the ornamental structures, landscaping and appurtenant facilities. The plans and specifications for the improvements are voluminous and are not bound in this Report but by reference are incorporated and made a part of the Report; and are on Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscaping and Lighting District Page 6 WILLDAN Financial Services file at the City. A brief description of what is improved and maintained within the Landscaping Zones can be found in the Appendix of this Report. The following is a general description of the location of each Landscaping Zone: Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscaping and Lighting District Page 7 Ebscription 1 Centex Development 2 Commercial (Soledad Entertainment) (was District 1, Zone 10] 3 Tracts 45416-01 & 02, Residential, northeast of Sierra Highway and Sand Canyon Road (Sierra Heights) 3A Tract 45416, Residential, Sierra Highway west of Sand Canyon (was District 1, Zone 131 Albertson's Shopping Center, Commercial, Via Princessa and Sierra Highway (Albertson's Street Trees), Parcel Map 24147 (Costco) [was District 1 zone 2A], Sierra Storage [was District 1 Zone 28], Tract 50151 across from Costco 4 [was District 1 Zone 2C], Tract 50484, Via Princessa and Highway 14 (Jack-in-the-box) [was District 1 Zone 2D], Parcel Map 25196, Sierra Highway north of Via Princessa (Flying Tiger) [was District 1 Zone 2E], Riverview Shopping Center [was District 1 Zone 2G] 5 Residential, May Way and Via Princessa, west of Whites Canyon Rd (Sunset Hills) 5A Tract 52276, Residential, Koji Court, Via Princessa and May Way [was District 1, Zone 9] 6 Tracts 46626, 50536 and 47863, Residential, Whites Canyon Road and Canyon Crest Road (Canyon Crest) 7 Residential & Commercial, McBean and Newhall Ranch (Creekside) 7A Tract 44374 Woodlands — Currently inactive but could be reactivated at any time. 8 Tract 52354, Residential, Friendly Valley Parkway and Sierra Highway 15 River Village 16 Valencia Industrial Center 17 Bouquet Canyon Road/Railroad Avenue 18 Town Center/ Tourney Rd 19 Bridgeport / Bouquet 20 Golden Valley Ranch - Commercial 21 Tract 52414, Residential, Golden Valley Road, Pardee [was District 1 Annex ID] 22 Henry Mayo Newhall Memorial Hospital Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscaping and Lighting District Page 7 WILLDAN Financial Services hwe Description 23 Golden Valley Road and Highway 14 (Montecito) (was District 1 Annex IA] 24 Tract 44892, Residential, Canyon Gate, Golden Valley Road and Sierra Highway [was District 1 Annex 1C] 25 Tract 53419, Residential, Valle Di Oro [was District 1 Annex 1 F] 26 Commercial, Centre Pointe, south of Soledad Canyon Road [was District 1 Annex 1 B] 27 Railroad Avenue and Circle J Ranch Road (Circle J Ranch) [was District T1 Zone T42A, T42B and T42C] Main Street, Railroad Avenue, Newhall Avenue, 28 Dockweiler, small portions of Sierra Highway and Lyons Avenue and the Newhall Library Area 29 Residential/Commercial/Mixed-use, North side, Soledad Canyon Road, Gladding Way Villa Metro Residential, south side of Soledad Canyon Road, west of 30 Sierra Highway, and east of Bouquet Canyon Road, Penlon Residential, east and west of Five Knolls drive, north and 31 south of Golden Valley Road and north of Santa Clara Street 2008-1 Citywide Major Thoroughfare Medians T1 Commercial, Seco Canyon Village T2 Residential / Commercial, Lyons, Orchard Village Road and Wiley Canyon (Old Orchard) T3 Residential, NW of Wiley Canyon and Orchard Village Road (Valencia Hills) The golf course property on Tournament Road and the T3B residential properties located South of Vista Hills Drive and East of Tournament Road within Valencia Hills development T4 Residential / Commercial, McBean Parkway, Orchard Village Road and Tournament Road (Valencia Meadows) T5 Residential, SE of Orchard Village Road and McBean Parkway La Questa T6 Residential / Commercial, McBean Parkway and Avenida Navarre South Valle T7 Valencia Central & North Valley (was District T1 Zone T71 T8 Residential / Commercial, McBean Parkway and Del Monte Dr Summit T17 Residential, Rainbow Glen Drive and Sierra Highway (Rainbow Glen) Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscaping and Lighting District Page 8 WILLDAN Financial Services Streetlighting Improvements Streetlighting Zones within the District were established to collect funds to cover the expenses for energy and maintenance of a majority of streetlights in the City. These costs are billed by the Southern California Edison Company for all approximate 17,272 streetlights currently owned and maintained by Edison and all approximate 689 streetlights owned by the City. The proposed new and/or existing improvements for Streetlighting Zones A and B include, but are not limited to, and may be generally described as follows: Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscaping and Lighting District Page 9 T20 Residential / Commercial, Plum Canyon Road — Shapell — Monteverde T23 Residential / Commercial, Seco Canyon Road and Copper Hill Road (Mountain View) Residential, Seco Canyon Road and Copper Hill (Mountain T23A View Condos Residential, Seco Canyon Road and Copper Hill Road T23B Seco Villas T29 Residential, Rainbow Glen Drive and Soledad Canyon American Beauty) Residential, Shangri La Drive and Soledad Canyon Road T31 (Shangri-La), plus Commercial, Soledad Canyon Branch Library (was District 1, Zone 141 T33 Residential, Canyon Park Drive & Jason Road TR 43510 T44 Residential, Copper Hill Drive, David Way TR 3517 & TR 44838 T46 Residential / Commercial, McBean Parkway and Newhall Ranch Road (Northbridge) T47 Residential & Commercial - Northpark T48 Residential, Kathleen Ave T51 Residential Commercial Development, Newhall Ranch Road, Copper Hill Drive. T52 Residential - Stonecrest T62 Residential, Copper Hill Drive, TR 52087 T65 Residential, Fair Oaks Ranch TR 47200 T65A Residential, Ranch at Fair Oaks TR 52833 T65B Residential, Ranch at Fair Oaks TR 52833 T67 Residential, Gold Canyon Drive, Copper Hill Drive, Homestead Place T68 Residential and Commercial, West Creek Copper Hill Village T69 Residential and Commercial, West Creek Canyon Estates T71 Residential, Haskell TR 47657 T77 Residential, West Creek Park Streetlighting Improvements Streetlighting Zones within the District were established to collect funds to cover the expenses for energy and maintenance of a majority of streetlights in the City. These costs are billed by the Southern California Edison Company for all approximate 17,272 streetlights currently owned and maintained by Edison and all approximate 689 streetlights owned by the City. The proposed new and/or existing improvements for Streetlighting Zones A and B include, but are not limited to, and may be generally described as follows: Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscaping and Lighting District Page 9 WILLDAN Financial Services • The installation of streetlighting, traffic signals and other appurtenant facilities that are necessary for the daily operation of said lighting located within City road rights-of-way. Installation covers all work necessary for the installment or replacement of said lighting and all appurtenant work necessary to complete said installation or replacement. • The operation, maintenance, and servicing of all existing streetlighting, traffic signals, and other appurtenant facilities that are necessary for the daily operation of said lighting located within City road rights-of-way. Operation, maintenance, and servicing means all work necessary for the daily maintenance required to maintain said lights in proper operation including providing said lights with the proper energy necessary to operate the lights. The payment of debt service on bonds or other obligations, including installment payments, to be issued or incurred during the fiscal year. Obligations may be incurred during the fiscal year for the acquisition, installation and conversion, including the retrofitting, of street lights within the Consolidated District and Zones and may be secured by and/or payable from a portion of the assessments levied in each fiscal year until the obligation is paid. The City Council has determined that estimated cost of the acquisition, installation and conversion of street lights within the Consolidated District and retrofit thereof, is greater than can be conveniently raised from a single annual assessment, and that the estimated cost, plus incidental expenses and financing costs, shall be collected over a period not to exceed thirty (30) years, commencing fiscal year 2018-19 and continuing through 2048-49. The maximum annual assessment installment is estimated to be an amount not to exceed $2,200,000 (assuming a 10 year financing), which is to be included in the annual budget of the Consolidated District. All improvements consisting of ornamental streetlights, mast arm streetlights and appurtenant facilities do exist at the present time. The cost associated with these improvements will be the cost of operations, maintenance and servicing during Fiscal Year 2017/2018. Plans and Specifications for the improvements within the Streetlighting Zones are voluminous and are not bound in this report but by this reference are incorporated and made a part of this report. These plans and specification as well as the location of the streetlights included on lighting inventory maps are on file at the City where they are available for public inspection. C. CAPITAL IMPROVEMENT PROJECTS The following is a brief discussion of the new Capital Improvement Projects for Fiscal Year 2017/2018 in the Landscaping Zones. Zone 2008-1 Major Thoroughfare Medians Citywide Median Turf Removal (B001 5) — In response to the recent extreme drought and the subsequent executive order, the City has discontinued watering turf within medians throughout the City and the turf in the medians have died. As a result, a project to remove the existing turf and irrigation and replace it with a more efficient irrigation system and shrubs that require less water will be installed. The project will be phased over the course of six to eight years beginning with Orchard Village Road and Magic Mountain Parkway. Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscaping and Lighting District Page 10 WILLDAN Financial Services Zone 18 Town Center Creekside Road (B1017) —This project will install three landscaped median segments on Creekside Road, along with modifications to the pedestrian crossings. Zone T-23 Mountain View Park Improvements (P4107) — This project will refurbish existing playground equipment and install other amenities at Mountain View Park as determined by community outreach. Various Zones Irrigation Master Valve Installation (S1043) — This project will install irrigation master valves and flow sensors on select irrigation systems throughout the Landscape Zones. Paseo Bridge Replacement (S1043, S1044) — These projects will repair and/or replace existing pedestrian bridges in various locations throughout the Landscape Zones. Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscaping and Lighting District Page 11 WILLDAN Financial Services ///. ESTIMATE OF COSTS The estimated costs for the operation, acquisition, installation, maintenance and servicing of the facilities for Fiscal Year 2017/2018 are shown below. The 1972 Act provides that the total cost of the maintenance, services and annual assessment installments, together with incidental expenses, may be financed from the assessment proceeds. The incidental expenses may include financing costs, engineering fees, legal fees, printing, mailing, postage, publishing, and all other related costs identified with the district proceedings. The estimated costs of the improvements for the District are voluminous and are not bound in this report but by this reference are incorporated and made a part of this report. The estimated costs are on file at the City where they are available for public inspection. The annual budgets for each of the Landscaping Zones within the District as well as the overall Streetlighting Budget for the District are shown on the following pages: Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscaping and Lighting District Page 12 �%ILLDAN Financial Services Landscaping Budgets: OperationProjected Beginning Projected Projected Fund Projected Ad Projected OperatingFL Balance as Projected Interest Valorem Total Maintenance Capital Total of Revenue Revenue Revenue Revenues Expenses Expenses Expenses Reserve Reserves one Description 71112017 FY 17-18 FY 17-18 FY 17-18 FY 17-18 FY 17-18 FY 17-18 FY 17-18 FY 17-18 FY 17-18 1 Golden Valley Centex $145228 $8,492 $165 $8,656 $4,320 $0 $4,320 $2,160 $16,404 2 Edwards Cinema 0 0 0 0 0 0 0 0 0 0 3 Sierra Heights 450,570 0 51211 52211 502505 30,000 80,505 25,253 3502024 4 Via Princessa/Sierra Hwy 5095513 0 51893 51893 21,212 0 21,212 10,606 483,588 5 Sunset Hills 5495167 75,166 61352 81,517 109,640 0 109,640 54,820 466,224 6 Canyon Crest 5835451 49,000 61748 55,748 66,402 0 66,402 33,201 539,596 7 Creekside 5055082 2055599 51842 211,441 176,805 375500 214,305 88,403 413,816 a Ackerman Avenue 255272 71540 292 72832 107941 0 10,941 51471 16,693 15 River Village 8615333 443,156 91962 1 453,118 1 438,841 615500 500,341 1 219,421 594,690 16 Valencia Industrial Center 6855172 110,742 71925 118,666 146,201 0 146,201 73,101 584,537 17 Bouquet/Railroad Ave (952738) 105,552 (1,107) 104,445 42,021 0 422021 (33,314) 0 18 Town Center/Creekside 7685788 626,320 81892 635,212 487,660 4505000 937,660 243,830 222,510 19 Bridgeport/Bouquet 925238 96,231 11067 972298 94,786 42,500 137,286 47,393 4,857 20 Golden Valley Ranch - Commercial 259,965 202,392 31007 2052399 942461 0 94,461 47,231 323,672 21 Golden Valley Ranch - Residential 1705871 110,748 11976 112,724 137,654 0 137,654 68,827 77,115 22 HMNMH 1195152 15,183 11378 16,561 17,949 0 17,949 81975 1082790 23 Montecito 342132 51363 395 42968 1 11,487 0 1 11,487 40,650 0 24 Canyon Gate 237,952 0 21752 22752 262209 0 262209 132105 201,390 25 Valle Di Oro 19,291 81072 223 8,295 2,898 0 22898 11449 23,239 26 Center Point -Commercial 870,698 49,159 10,071 59,229 109,877 0 109,877 54,939 765,111 27 Circle J Ranch 9615804 253,367 11,124 264,492 369,095 50,000 419,095 184,548 6222653 28 Newhall 2725755 379,242 31155 382,397 3862930 49,000 435,930 193,465 25,757 29 Villa Metro 1175432 77,179 11358 1 782537 412517 15,000 562517 1 202759 118,694 30 Penlon 325013 31,497 370 31,867 25,973 0 25,973 122987 24,921 31 Five Knolls 745881 137,424 866 138,290 209,909 25500 212,409 762 0 2008-1 Major Thoroughfare Medians 312325268 52749,771 37,385 5,7872157 158942087 62293,774 82187,861 831,565 0 T1 Faircliff 2055601 0 21378 21378 22,378 0 223378 11,189 174,412 T2 Old Orchard 4355496 208,494 51037 84,824 1 2982355 1962228 90,000 286,228 98,114 349,509 Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscape and Lighting District Page 13 T3 Valencia Hills 627,086 98,866 71253 59,966 1662085 1512895 55,000 2062895 752948 510,329 T4 Valencia Meadows 3635159 137,720 41200 29,208 171,128 139,029 55,000 1942029 69,515 270,744 T5 Valencia Glen 6245005 151,142 71217 53,216 211,575 156,940 122,025 278,965 78,470 478,145 T6 Valencia South Valley 2745942 140,005 31180 143,185 73,622 155,000 228,622 36,811 1522694 T7 Valencia Central & North Valley 4595771 481,845 51318 4872162 2942894 210,984 505,878 147,447 2932608 T8 Valencia Summit 4355084 1,150,528 51032 1,155,560 1,003,564 511,984 1,515,548 75,096 0 T17 Rainbow Glen 1215428 37,667 11404 39,072 39,860 51000 44,860 19,930 95,710 T20 EI Dorado Village 6385454 189,000 71384 196,384 179,884 31000 182,884 89,942 5622012 T23 Mountain View Slopes 110825828 758,570 12,524 771,094 691,065 385,000 1,076,065 345,533 432,325 T23A Mountain View Condos 4515392 320,613 51221 3252834 347,580 0 347,580 173,790 255,856 T23B Seco Villas (32,535) 110,222 (376) 109,845 99,979 0 99,979 (22,668) 0 T29 American Beauty 5045704 49,725 51838 55,563 48,951 10,000 58,951 24,476 476,840 T31 Shan ri-la 6745596 344,611 71803 352,414 342,896 30,000 372,896 162,948 4912166 T33 Canyon Park 5805532 100,200 61715 1062915 73,106 0 73,106 36,553 577,788 T44 Bouquet Canyon (312964) 90,600 (370) 902230 1092840 0 109,840 (51,574) 0 T46 Northbridge 1,8245565 1,562,370 21,103 1,583,473 1,519,228 208,000 1,727,228 759,614 921,196 T47 Northpark 3405460 806,240 1 31938 810,177 625,617 123,000 748,617 312,809 892211 T48 Shadow Hills 1172590 47,775 1,360 46,415 67,317 0 67,317 138,492 0 T51 Valencia High School 111505545 441,100 13,307 454,407 5012943 40,000 541,943 250,972 812,038 T52 Stonecrest Lower (892062) 393,689 (15030) 3922659 3712040 20,000 391,040 (87,444) 0 T62 Canyon Heights 1595547 129,000 11845 130,845 140,784 0 140,784 70,392 79,216 T65 Fair Oaks 118635201 0 21,550 21,550 159,739 0 159,739 79,870 11645,142 T65A Fair Oaks Ranch 21240,284 0 27,936 1 27,936 336,354 0 336,354 168,177 117632689 T65B Fair Oaks Park 5955995 0 41869 41869 98,789 39,000 137,789 49,395 413,681 T67 Miramontes 5035971 210,000 51829 2152829 2302012 11500 231,512 115,006 3732282 T68 West Creek 3235432 130,829 0 130,829 129,523 0 129,523 64,762 259,977 T69 West Hill 119625286 0 0 0 303,116 45,000 348,116 151,558 11462,612 T71 Haskell Canyon Ranch 2915523 133,454 31372 136,826 138,845 0 138,845 69,423 2202082 T77 West Creek Park 1 5895503 0 1,508 11508 102,049 27,200 129,249 51,025 410,738 T1 Ad Valorem 1,587,426 $31,924,691 0 18,360 $%9711460 $3375500 782,449 $10095663 800,809 314,298 $1813%624 $13987J46 425,984 $%5941450 740,282 $23582196 157,149 $5614032 1,490,804TOTAL $211047086 Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscape and Lighting District Page 14 NVWILLDAN Financial Services The following table summarizes the MWD Repair and Replacement funds for West Creek/West Hill area: Metropolitan Water District (MWD) Repair and Replacement funds were created to finance the repair and landscaping located within MWD's property due to either future installation of a new MWD pipeline or future pipeline within the West Creek/West Hills area (T69 amd T77). Assessments levied for this purpose are kept operations and maintenance assessments for Zone T69 and Zone T77. replacement costs for the repairs to the existing MWD separately from the normal Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscape and Lighting District Page 15 Streetlighting Budget: Assessment - Levy A Assessment - Levy B Ad Valorem Interest Street Light Acquisition Bond Fund 111 Total Revenues Personnel Department Other Administrative Operations & Maintenance (2) Electric Utilities - Traffic Signals Electric Utilities - Street Lights Traffic Signal Maintenance Contractual Services General Administration Subtotal Operations & Maintenance Capital Improvements 121 Street Light Improvements Purchase Price Street Light Improvements LED Retrofit Transfers Transfers In Transfers Out Total Expenditures Estimated Beginning Fund Balance (7/01/17) Estimated Revenues Estimated Expenditures Estimated Ending Fund Balance (6/30/18) Operatinq Reserves $480,875 2,247,816 0 0 15,173,728 $175902,419 $241,601 124,470 0 3,045,000 0 57,000 19,638 $3,487,709 $9,573,728 5,600,000 764,088 (5,070) *WI LLDAN Financial Services $0 0 2,756,064 64,745 0 $2,820,809 $0 62,190 230,000 0 819,600 0 295,056 $1,406,846 $0 0 0 (764,088) $171902,419 $2,170,934 $0 $17,9025419 ($17,9022419) $0 $5,546,374 $2,820,809 ($22170,934) $6,196,249 (1) Estimated project fund from anticipated issuance of debt obligations. City anticipates financing the acquisition, installation and conversion of certain street lighting facilities by making installment payments to the Santa Clarita Public Financing Authority or other conduit issuer secured by and/or payable from annual assessment installments. Description and estimated cost of approximately 16,125 street light facilities pursuant to Purchase and Sale Agreement [dated June 14, 2017][to be entered into] between the City and Southern California Edison, and LED retrofit (estimated total cost of $15,173,728, plus bond financing and other incidental expenses). (2) Some operational and maintenance costs may be lower if debt obligation is incurred during fiscal year and LED conversion project commences. Likewise, if the debt obligation is issued during the fiscal year, accrued interest will be incurred as an expense. Note: Budgeted Assessment amounts shown above for Zone A and Zone B may be slightly different from the Assessment Roll due to rounding of assessment to the nearest penny. Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscape and Lighting District Page 16 N, A C. WI LLDAN Financial Services METHOD OF APPORTIONMENT OF ASSESSMENT GENERAL Part 2 of Division 15 of the Streets and Highways Code, the Landscaping and Lighting Act of 1972, permits the establishment of Assessment Districts by cities for the purpose of providing certain public improvements which include the acquisition, construction, maintenance and servicing of streetlights, traffic signals and landscaping facilities. Section 22573, Landscaping and Lighting Act of 1972 requires that assessments be levied according to benefit rather than according to assessed value. This section states: "The net amount to be assessed upon lands within an Assessment District may be apportioned by any formula or method which fairly distributes the net amount among all assessable lots or parcels in proportion to the estimated benefits to be received by each such lot or parcel from the improvements." The 1972 Act permits the designation of zones of benefit within any individual Assessment District if "by reason of variations in the nature, location, and extent of the improvements, the various areas will receive different degrees of benefit from the improvements." (Sec. 22574). Thus, the 1972 Act requires the levy of a true "assessment" rather than a "special tax." In addition, Proposition 218 requires that a parcel's assessment may not exceed the reasonable cost of the proportional special benefit conferred on that parcel. Proposition 218 provides that only special benefits are assessable and the City must separate the general benefits from the special benefits. REASON FOR THE ASSESSMENT The assessment is proposed to be levied to defray the costs of the acquisition, installation, maintenance and servicing of landscaping and lighting improvements, as previously defined herein in Part A of this Report. SPECIAL BENEFIT ANALYSIS In determining the proportionate special benefit derived by each identified parcel, the proximity of the parcel to the public improvements detailed in Part A above, and the capital, maintenance and operating costs of said public improvements, was considered and analyzed. Due to the close proximity of the parcels to the improvements detailed in Part A above, it has been demonstrated and determined the parcels are uniquely benefited by, and receive a direct advantage from, and are conferred a particular and distinct special benefit over and above general benefits by, said public improvements in a way that is particular and distinct from its effect on other parcels and that real property in general and the public at large do not share. Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscape and Lighting District Page 17 WI 1-1-DAN Financial Services Landscaping Benefits Street Landscaping Trees, landscaping, hardscaping, ornamental structures and appurtenant facilities, if well maintained, confer a particular and distinct special benefit upon real property within each Zone of Benefit by providing beautification, shade and positive enhancement of the community character, attractiveness and desirability of the surroundings. In addition, all of the aforementioned contributes to a specific increase in property desirability and a specific enhancement of the property value of each parcel within each Zone of Benefit which confers a particular and distinct special benefit upon the real property within each Zone of Benefit. In Parkways and Land Values, written by John Nolan and Henry V. Hubbard in 1937, it is stated: "... there is no lack of opinion, based on general principals and experience and common sense, that parkways do in fact add value to property, even though the amount cannot be determined exactly.... Indeed, in most cases where public money has been spent for parkways the assumption has been definitely made that the proposed parkway will show a provable financial profit to the City. It has been believed that the establishment of parkways causes a rise in real estate values throughout the City, or in parts of the City..." It should be noted that the definition of "parkways" above may include the roadway as well as the landscaping alongside the roadway. Landscaped Medians in the Major Thoroughfares The Landscaping improvements in the medians along the major thoroughfares confer a particular and distinct special benefit upon real property within the City by providing beautification, and positive enhancement of the community character, attractiveness and desirability of the City. In addition, all of the aforementioned contributes to a specific increase in property desirability and a specific enhancement of the property value of each parcel within the City which confers a particular and distinct special benefit upon the real property within the City. These major thoroughfares are the entryways into the City and as such provide beautification to the entire City; therefore, all parcels within the City are conferred a special benefit from the landscaped medians in the major thoroughfares. Landscaping in the medians along the major thoroughfares provides only incidental benefits to motorists traveling to, from or through the City. Recreational Trails and Greenbelts Landscaping along recreational trails and greenbelts, if well maintained, confer a particular and distinct special benefit upon real property within each Zone of Benefit by providing beautification and positive enhancement of the community character, attractiveness and desirability of the surroundings. In addition, all of the aforementioned contributes to a specific increase in property desirability and a specific enhancement of the property value of each parcel of each parcel within each Zone of Benefit which confers a particular and distinct special benefit upon the real property within each Zone of Benefit. In "Greenways for America" by Charles E. Little, it is stated: Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscape and Lighting District Page 18 WI LLDAN Financial Services [real estate] agents routinely advertise properties as being on or near the trail.... property near but not immediately adjacent to the Burke -Gilman Trail is significantly easier to sell and, according to real estate agents, sells for an average of 6 percent more as a result of its proximity to the trail. Property immediately adjacent to the trail, however, is only slightly easier to sell.... trails are an amenity that helps sell homes, increase property values and improve the quality of life." Additionally, the National Recreation and Park Association, in June 1985, stated: "The recreation value is realized as a rise in the value of land and other property in or near the recreation area, and is of public interest to the taxpayers, who have a stake in a maximum of total assessed values." Operation and maintenance of the trails and greenways within the City confers a particular and distinct special benefit to those properties within the community immediately surrounding the improvements. Streetlighting Improvement Benefits Most of the streetlighting improvements were conditions of approval for the creation or development of the parcels. In order to create or develop the parcels, the City required the original developer to install, and guarantee the maintenance of, streetlighting and appurtenant facilities to serve the parcels. Therefore, these parcels within the District could not have been developed in the absence of the installation and promised maintenance of these facilities. The proper maintenance of the streetlighting and appurtenant facilities specially benefit parcels within the District. The proper maintenance of the streetlighting and appurtenant facilities reduces property -related crimes (especially vandalism) against properties in the District. The streetlighting located in the District helps to visuallyjoin the various segments of the community, which enhance property. In addition, all of the above mentioned improvements contribute to a specific enhancement of the property value of each of the parcels within the District. The benefit provided by streetlighting consists of safety for pedestrians and motorists living and owning property in the District during the nighttime hours. This is a particular and distinct special benefit to all developed parcels in the District. Streetlights can be determined to be an integral part of streets as a permanent public improvement. One of the principle purposes of fixed roadway lighting is to create a nighttime environment conducive to quick, accurate, and comfortable seeing for the user of the facility. These factors, if attained, combine to improve traffic safety and achieve efficient traffic movement. Fixed lighting can enable the motorist to see detail more distinctly and to react safely toward roadway and traffic conditions present on or near the roadway facility. Streets are constructed for the safe and convenient travel by vehicles and pedestrians. They also provide an area for underground and overhead utilities. Streetlights are considered an integral part of the entire street, the same as curb, gutters, pavement, signage and striping. They are the elements that provide a safe route for Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscape and Lighting District Page 19 WI LLDAN Financial Services motorists and pedestrians. Streetlights are installed to make streets safer. Assessments for the acquisition, maintenance and servicing of streets may include streetlights. Streetlights are installed to provide better visibility for drivers. One hundred (100) percent of the illumination from the lights is directed to the street, ninety (90) percent on the street side of the curb and ten (10) percent behind the curb. The spacing of the lights is based on the speed of the vehicles and the natural ability of the motorists' eyes to adjust to light and dark areas. The systems of streets within the District are established to provide access to each parcel in the District. Streetlights provide a safer street environment for owners of the parcels served. If the parcels were not subdivided to individual parcels within the District, there would be no need for providing a system of streets with safety lighting for the owners of the individual parcels. The City has determined that streetlights are also an integral part of the quality of life within the City. This quality of life is a special benefit to some degree to all parcels, except government owned parcels, including easements, and flood channel parcels. Therefore, the acquisition, installation, operation and maintenance of streetlights are for the express, special benefit of the parcels within the District. D. GENERAL BENEFITS General Benefit within Landscaping Zones The general benefits associated with trees, landscaping improvements, hardscaping, ornamental structures and appurtenant facilities located near the parcels within the Districts are considered incidental, negligible and non -quantifiable to the public at large. Landscaping in the medians along the major thoroughfares provides only incidental, negligible and non -quantifiable benefits to motorists traveling to, from or through the City. Operation and maintenance of the trails and greenways within the City provides only incidental, negligible and non -quantifiable benefits to pedestrians and cyclists traveling through the trails and greenbelts. The improvements detailed in Part A herein confer special benefits that affect the assessed property in a way that is particular and distinct from the effects on other parcels and that real property in general and the public at large do not share. General Benefit within Lighting Zones In addition to the special benefits received by the parcels within the Streetlighting Zones, there are incidental general benefits conferred by the improvements. It is estimated that the general benefit portion of the benefit received from the lighting improvements is less than one (1) percent of the total benefit. Nonetheless, the City has agreed to ensure that no property is assessed in excess of the reasonable cost of the proportional special benefit conferred on that property. The total benefits for lighting are thus a combination of the special benefits to the parcels within the District and the general benefits to the public at large. The portion of the total streetlighting maintenance costs which are associated with general benefits will not be assessed to the parcels in the district, but will be paid from other City Funds. These Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscape and Lighting District Page 20 WI LLDAN Financial Services general benefits are more than adequately offset by the substantial contribution from the ad valorem streetlighting revenues. E. APPORTIONMENT METHODOLOGY Landscaping Methodology The following table lists the various Zones within the District, their land use and assessment type, and the number of assessable parcels, units, acreage or EBU's. Equivalent Benefit Units (EBU's) In order to allocate benefit fairly between the parcels, an Equivalent Benefit Unit (EBU) methodology is proposed which equates different types of land uses to a single-family residential parcel, thereby allowing a uniform method of assessment. The EBU method uses the single-family home as the basic unit of apportionment. A single family home equals one Equivalent Benefit Unit (EBU). Every other land use is converted to EBU's as described below. All properties in the District will be assigned benefit units and land use classifications per the County Assessor's roll. (Inaccuracies in the County data will be reviewed on a case by case basis as they are brought to the City's attention.) A methodology has been developed to calculate the EBU's for other residential land uses and for non-residential parcels. Every land use is converted to EBU's: parcels containing apartments are converted to EBU's based on the number of benefit units on each parcel of land; non-residential parcels are converted based on the lot size of each parcel of land. There are various apportionment methodologies used in the District. A "Method Code" in the table below identifies the specific methodology used for each Zone. These "Method Codes' are explained after the table. Zone 1 Land Use Res Type EBU EBU's 261.290 Method -09 Code (descriptions.- follow this -kao-W 3 2 Comm Parcel 1 1 3 Res Parcel 76 1 3A Res Parcel 177 1 4 Comm EBU 526.118 4 5 Res Parcel 161 1 5A Res Parcel 14 1 6 Res EBU 280.000 4 7 Res EBU 1,027.997 4 7A Res EBU 319.000 1 8 Res/Comm EBU 33.510 4 Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscape and Lighting District Page 21 WI LLDAN Financial Services Zone 15 Land Use Res/Comm Type EBU Acreage EBU's 633.080 Method Code (descriptions follow this table) 4 16 CommNac EBU 7,382.778 4 17 Multiple EBU 1,271.563 4 18 Res/Comm EBU 3,914.503 4 19 Res/Comm EBU 1,203.795 4 20 Res/Comm EBU 337.320 4 21 Res EBU 184.580 4 22 Comm EBU 178.620 4 23 Res/Comm EBU 104.240 4 24 Res/Other EBU 150.025 4 25 Res/Other EBU 80.717 4 26 Comm EBU 2,457.932 4 27 Res/Comm EBU 844.558 4 28 Res/Comm EBU 4,853.372 4 29 Res/Comm EBU 322.466 5 30 Res EBU 142.000 2 31 Res EBU 203.215 4 2008-1 Res/Comm EBU 87,930.440 4 T1 Comm EBU 5.000 2 T2 Res/Comm EBU 1,128.701 4 T3 Res/Comm EBU 462.000 4 T3B Res/Comm EBU 206.459 4 T4 Res/Comm EBU 956.387 4 T5 Res/Comm Parcel 741 1 T6 Res/Comm Parcel 603 1 T7 Res/Comm EBU 1,972.025 4 T8 Res/Comm Parcel 2,140 1 T17 Res Parcel 74 1 T20 Res/Comm Parcel 630 1 T23 Res/Comm Parcel 12493 1 T23A Res Parcel 383 1 T23B Res Parcel 156 1 T29 Res Parcel 221 1 T31 Res/Comm Parcel 450 1 T33 Res Parcel 501 1 Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscape and Lighting District Page 22 WI LLDAN Financial Services Zone T44 Land Use Res Type Parcel Acreage EBU's 302 Method Code (descriptions table) 1 T46 Res/Comm EBU 2,314.622 4 T47 Res/Comm EBU 1,929.172 4 T48 Res Parcel 105 1 T51 Res/Comm Parcel 802 1 T52 Res Parcel 459 1 T62 Res Parcel 215 1 T65 Res Parcel 394 1 T65A Res EBU 1075.000 2 T65B Res EBU 710.000 2 T67 Res Parcel 420 1 T68 Res/Comm EBU 1138.225 6 T69 Res/Comm EBU 880.440 6 T71 Res Parcel 223 1 T77 Res EBU 1,985.800 6 The number of parcels, units, acres and EBU's shown in the table above reflect the current information for the District. These numbers will be updated prior to submitting the final Assessment Roll to the County Auditor -Controller for placement on the property tax bills. Fluctuations in the number of parcels and other information may occur from year to year as parcels subdivide, combine and/or change uses. Method code definition: Method 1 — The assessment is apportioned to the benefiting properties on a per -parcel basis. Method 2 —The assessment is apportioned to the benefiting properties based on Equivalent Benefit Units (EBU's) such that a Single Family Detached Residence (SFR) is equal to 1 EBU and all other properties are converted to EBU's based on their relative benefit as compared to an SFR as follows: Single Family Residential 1 single family dwelling unit Multi -Family Residential Condos 1 single family dwelling unit Multi -Family Residential Apartments 1 apartment unit 1 EBU 1 EBU 1 EBU Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscape and Lighting District Page 23 WI LLDAN Financial Services Method 3 —The assessment is apportioned to the benefiting properties based on Equivalent Benefit Units (EBU's) such that a Single Family Detached Residence (SFR) is equal to 1 EBU and all other properties are converted to EBU's based on their relative benefit as compared to an SFR as follows: Residential Single Family home Single Family vacant (subdivided) Multi -Family (incl. Condo) Mobile Home Parks Developed Non -Residential Vacant / Park / School 1 dwelling x 1 = 1.00 / dwelling EBU / dwelling 1 parcel x 0.25 dwelling = 0.25 1 EBU / parcel 1 dwelling x 0.8 1 = 0.80 x EBU / dwelling 1 space x 0.5 Multi -Family (incl. Condo) = 0.50 dwelling EBU / space 1 acre x 6 / dwelling = 6.00 1 EBU / acre 1 acre x 1.5 EBU = 1.50 Developed Non -Residential EBU / acre Method 4 —The assessment is apportioned to the benefiting properties based on Equivalent Benefit Units (EBU's) such that a Single Family Detached Residence (SFR) is equal to 1 EBU and all other properties are converted to EBU's based on their relative benefit as compared to an SFR as follows: Residential 1 = 1.00 EBU / dwelling 1 acre x 9.72 = 9.72 Single Family home 1 dwelling x 1 = 1.00 EBU / dwelling Single Family vacant (subdivided) 1 parcel x 0.25 = 0.25 EBU / parcel Multi -Family (incl. Condo) 1 dwelling x 0.75 = 0.75 EBU / dwelling Mobile Home Parks 1 space x 0.5 = 0.50 EBU / space Developed Non -Residential 1 acre x 6 = 6.00 EBU / acre Vacant / Park / School 1 acre x 1.5 = 1.50 EBU / acre Special Cases Varied = Varied EBU Method 5 —The assessment is apportioned to the benefiting properties based on Equivalent Benefit Units (EBU's) such that a Single Family Detached Residence (SFR) is equal to 1 EBU and all other properties are converted to EBU's based on their relative benefit as compared to an SFR as follows: Residential Single Family home Commercial Live -work tit 1 dwelling x 1 = 1.00 EBU / dwelling 1 acre x 9.72 = 9.72 EBU / acre 1 unit x 1.15 = 1.15 EBU / unit 1 arra v a Al = Q R1 PAI I / arra Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscape and Lighting District Page 24 WI LLDAN Financial Services Live -work units are for both residential and non-residential use. Each live -work unit will be assessed 1 EBU for the residential unit plus 9.72 EBUs per acre of non-residential use (including one parking space). The typical live -work unit is 2,400 Square Feet ("SF") with 20% of the area assigned to non-residential use, which equals 480 SF. The typical parking space is 180 SF. Therefore, the non-residential use of a live -work unit will be defined as 660 SF. An additional 0.15 EBU (660 SF 143560 SF per acre x 9.72 EBUs per acre) will be assigned to a live -work unit for the non-residential use, for a total of 1.15 EBUs per live -work unit. Method 6 —The assessment is apportioned to the benefiting properties based on Equivalent Benefit Units (EBU's) such that a Single Family Detached Residence (SFR) is equal to 1 EBU and all other properties are converted to EBU's based on their relative benefit as compared to an SFR as follows: Single Family Residential 1 single family dwelling unit 1.00 EBU Multi -Family Residential Condos 1 single family dwelling unit 0.80 EBU Multi -Family Residential Apartments 1 apartment unit 0.70 EBU Commercial 1 acre 1.00 EBU Streetlighting Methodology Residential Parcels The following information can be used to determine the EBU count per parcel. Based on land use information provided by the County Assessor, it has been determined that in the existing district, approximately 96 percent of the parcels are in a residential category. Approximately 95 percent are single-family homes or condominiums, and the remainders are duplexes, triplexes, or apartments. In view of this and the benefits derived by the family unit, both at and in the proximity of their property, a value of 1.00 has been assigned to the basic family unit or Equivalent Benefit Unit (EBU), i.e. the single-family home or condominium. The existing district includes some properties that may not actually have streetlights in their block but which do receive a neighborhood benefit from the lights in the area. These properties were also included in the District. Therefore a weighted value of 0.50 was given to "People Use" while "Intensity' and "Security Benefit" were each rated at 0.25 to form the basic unit (1.00 EBU). Parcels in other land use categories were assigned weighted values by comparison with this basic EBU. In the remainder of the residential category, which is comprised of multiple rental type properties, the value for Intensity would remain at 0.25, but the other two items would increase in proportion to the number of family dwelling units on the parcel. For example, a duplex was assigned 0.25 for Intensity, 1.00 for People Use and 0.50 for Security Benefit for a total of 1.75 EBU's. The owner of such property would therefore pay 1.75 times as much for lighting as the owner of a single-family unit. In consideration of the distance some units would be from the lighted roadway, Security Benefits in the residential category would not be increased beyond a value of 1.00. Thus, a 5 -unit apartment would be assigned 0.25 for Intensity, 2.50 for People Use and 1.00 for Security Benefits for a total of 3.75 EBU's. As the number of apartments on a parcel increases, the service charge units assigned for people would follow a declining scale. Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscape and Lighting District Page 25 WI LLDAN Financial Services Table 1 summarizes the Residential EBU Calculation: Table 1 - EBU Calculations for Residential Parcels 175 SFR and Condos 0.50 33.75 0.25 0.25 = 1.00 per parcel APT2 Apartments (2-4 units) 112 x units per parcel 0.25 x units 0.25 2 1.00 0.50 0.25 = 1.75 per parcel 3 1.50 0.75 0.25 = 2.50 per parcel 4 2.00 1.00 0.25 = 3.25 per parcel APTS Apartments (5-20 units) 112 x units 1.00 0.25 5 2.50 1.00 0.25 = 3.75 per parcel 20 10.00 1.00 0.25 = 11.25 per parcel APT21 Apartments (21-50 units) 113 x (units -20) + the total EBU for a 20 -unit apartment 50 10.00 + 11.25 = 21.25 per parcel APT51 Apartments (51-100 units) 114 x (units -50) + the total EBU for a 50 -unit apartment 100 12.50 + 21.25 = 33.75 per parcel APT101 Apartments (100+ units) 115 x (units -100) + the total EBU for a 100 -unit apartment 101 0.20 + 33.75 = 33.95 per parcel 175 15.00 + 33.75 = 48.75 per parcel 200 20.00 + 33.75 = 53.75 per parcel Non -Residential Parcels The non-residential lots or parcels are separated into 38 land use categories as determined by the County Assessor. Equivalent Benefit Units (EBU's) are assigned on the basis of average benefits for different groups of land uses, Groups A -K. Properties within the 10 land use categories in Group K varied widely from the norm and therefore these lots or parcels were considered on an individual basis. Each of the parcels or lots in these land use categories was identified on the official lighting district maps and each streetlight or portion thereof in the immediate proximity of the lots or parcels benefiting the lots or parcels was assigned a number of units as identified below. The total number of EBU's so determined for that category would be distributed among the lots or parcels in that category in proportion to the lot or parcel area as shown in the table below. A minimum of 3.00 EBU's would be assessed to each lot or parcel to be compatible with group D which contains many of the smaller business categories. Several large lots or parcels in outlying areas within the existing lighting district have no lights in the immediate proximity and therefore those lots or parcels would be assessed the minimum amount. Since benefits have been related to property use and property users, no charge would be assessed on vacant parcels within the district. Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscape and Lighting District Page 26 WI LLDAN Financial Services Table 2 summarizes the Non -Residential EBU calculation: Table 2 - EBU Calculations for Non -Residential Parcels GRP -A Group A Irrigated Farms, Dry Farms, Cemeteries, Dump Sites 1 EBU minimum charge per parcel 1.00 per parcel 0.50 1.00 = 2.50 per parcel 6.25 0.001736 Animal Kennels, Nurseries and greenhouses, Industrial Office & Professional building, Bank, Savings 8 Loan, Wholesale and manufacturing outlets GRP -B Group B parking lots, Churches, Private Schools, Petroleum and 1.00 0.50 0.50 = 2.00 per parcel GRP -C Group C Commercial Parking Lots 1.00 0.50 1.00 = 2.50 per parcel 6.25 0.001736 per 100 SgFt of lot Office & Professional building, Bank, Savings 8 Loan, Wholesale and manufacturing outlets 0.059858 per 100 SgFt of lot GRP -D Group D Service Shop, Lumber Yard, Golf Course, Race 1.00 1.00 1.00 = 3.00 per parcel per 100 SgFt of lot track/stable, Camp, Home for the Aged 0.012886 per 100 SgFt of lot GRP -K3 Group K-3 Motion Picture, Radio, T.V. GRP -E Group E Store, Store w/ office or residence, Service Station, Club 2.00 1.00 1.00 = 4.00 per parcel Regional Shopping Center 8 LodHall 0.021812 per 100 SgFt of lot Vacant 0.00 0.00 0.00 = GRP -F Group F Rooming House (same as 6 unit apartment) 1.00 3.00 0.25 = 4.25 per parcel GRP -G Group G Restaurant, Theater 3.00 1.00 1.00 = 5.00 per parcel Manufacturing, Food Processing Plant, GRP -H Group H Light 2.00 2.00 1.00 = 5.00 per parcel GRPJ Group J ...... " ---- ""'.."_„ _.._." V' -., __,._.."'_". _._'_, 4.00 2.00 2.00 = 8.00 per parcel Hotel/Motel, Mobile Home Park Group K All parcels in Group K are assessed a minimum of 3 EBU's GRP -K1 Group K-1 3.00 1.00 1.25 = 5.25 0.014973 Der 100 SaFt of lot Exempt Parcels The following are exempt from the assessment: areas of streets, avenues, lanes, roads, drives, courts, alleys, public easements, right-of-ways, and parkways. Also exempt are utility rights-of-way used exclusively for utility transmission, common areas (such as in condominium complexes), land dedicated as open space or parks, landlocked parcels, and small parcels vacated by the City, as these parcels do not benefit from the improvements. F. ASSESSMENT RATES AND ANNUAL LEVY Landscaping Zones The Assessment Rates and Annual Assessment Amounts for each Landscaping Zone for Fiscal Year 2017/2018 is provided in the following tables. Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscape and Lighting District Page 27 Mineral Processing 0.005615 per 100 SgFt of lot GRP -K2 Group K-2 Private College/University 4.00 1.00 1.25 = 6.25 0.001736 per 100 SgFt of lot Wholesale and manufacturing outlets 0.059858 per 100 SgFt of lot Athletic and Amusement Facilities 0.027431 per 100 SgFt of lot Heavy Manufacturing 0.006382 per 100 SgFt of lot Hospitals 0.012886 per 100 SgFt of lot GRP -K3 Group K-3 Motion Picture, Radio, T.V. 4.00 1.00 1.50 = 6.50 0.010938 per 100 SgFt of lot Neighborhood Shopping Center 0.014449 per 100 SgFt of lot Regional Shopping Center 0.021812 per 100 SgFt of lot Vacant 0.00 0.00 0.00 = 0.00 per parcel Exempt Parcels The following are exempt from the assessment: areas of streets, avenues, lanes, roads, drives, courts, alleys, public easements, right-of-ways, and parkways. Also exempt are utility rights-of-way used exclusively for utility transmission, common areas (such as in condominium complexes), land dedicated as open space or parks, landlocked parcels, and small parcels vacated by the City, as these parcels do not benefit from the improvements. F. ASSESSMENT RATES AND ANNUAL LEVY Landscaping Zones The Assessment Rates and Annual Assessment Amounts for each Landscaping Zone for Fiscal Year 2017/2018 is provided in the following tables. Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscape and Lighting District Page 27 i&OOOWI LLDAN Financial Services 1 Golden Valley Centex EBU 261.290 $67.841 $69.177 $32.50 $8,491.93 2 Edwards Cinema - Parkway Parcel 1 $2,937.464 $2,995.332 $0.00 $0.00 3 Sierra Heights Parcel 76 $674.900 $688.195 $0.00 $0.00 3A Sierra Heights Parcel 177 $263.142 $268.326 $0.00 $0.00 $0.00 4 Via Princessa/Sierra Hwy EBU 526.118 $211.163 $215.323 $0.00 $0.00 5 Sunset Hills Parcel 161 $1,236.396 $1,260.753 $441.02 $71,004.22 5A Sunset Hills Parcel 14 $833.349 $849.766 $297.25 $4,161.50 $75,165.72 6 Canyon Crest EBU 280.000 $557.972 $568.964 $175.00 $49,000.00 7 Creekside EBU 1,027.997 $262.729 $267.905 $200.00 $2055599.30 8 Ackerman Avenue EBU 33.510 $220.667 $225.014 $225.01 $75540.09 15 River Village EBU 633.080 $989.967 $1,009.469 $700.00 $4431156.00 16 Valencia Industrial Center EBU 7,382.778 $33.088 $33.740 $15.00 $110,741.67 17 Bou ue/Railroad Ave EBU 1,271.563 $83.012 $84.648 $83.01 $105,552.44 18 Town Center / Tourney Road EBU 3,914.503 $197.371 $201.259 $160.00 $6265320.48 19 Bridgeport / Bouquet EBU 1,203.795 $78.404 $79.949 $79.94 $965231.37 20 Golden Valley Ranch - Commercial EBU 337.320 $3,075.144 $3,135.724 $600.00 $202,392.00 21 Golden Valley Ranch - Residential EBU 184.580 $1,888.403 $1,925.605 $600.00 $110,748.00 22 HMNMH EBU 178.620 $273.765 $279.158 $85.00 $155182.70 23 Montecito EBU 104.240 $50.460 $51.454 $51.45 $5,363.15 24 Canyon Gate EBU 150.025 $674.237 $687.519 $0.00 $0.00 25 Valle Di Oro EBU 80.717 $163.384 $166.602 $100.00 $85071.70 26 Centre Pointe EBU 2,457.932 $90.143 $91.919 $20.00 $49,158.64 27 Circle J Ranch EBU 844.558 $742.516 $757.144 $300.00 $253,367.40 28 Newhall EBU 4,853.372 $76.640 $78.149 $78.14 $3795242.49 29 Villa Metro EBU 322.466 $234.724 $239.348 $239.34 $775179.01 30 Penton EBU 142.000 $217.531 $221.816 $221.81 $31,497.02 Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscape and Lighting District Page 28 i&OeW I LLDAN Financial Services 31 DescriptionFY Five Knolls EBU 203.215 16-17 $663.195 FY 17-18 $676.2599 FY 17-18 $676.25 IFY 17-18 Total $137,424.14 2008-1 Major Thoroughfare Medians EBU 87,930.440 $64.136 $65.3996 $65.39 $5,7491771.47 T1 Faircliff EBU 5.000 $8,316.341 $8,480.173 $0.00 $0.00 T2 Old Orchard EBU 1,128.701 $190.030 $193.774 $184.72 $208,493.65 T3 Valencia Hills EBU 462.000 $394.602 $402.376 $200.00 $92,400.00 T313 Valencia Hills Trees EBU 206.459 $37.265 $37.999 $31.32 $6,466.28 T4 Valencia Meadows EBU 956.387 $216.929 $221.203 $144.00 $137,719.73 T5 Valencia Glen Parcel 741 $218.422 $222.725 $203.97 $151,141.77 T6 Valencia South Valley Parcel 603 $243.710 $248.511 $232.18 $140,004.54 T7 Valencia Central & North Valley EBU 1,972.025 $256.468 $261.521 $244.34 $481,844.59 T8 Valencia Summit Parcel 2,140 $527.251 $537.638 $537.63 $1,150,528.20 T17 Rainbow Glen Parcel 74 $522.680 $532.977 $509.02 $37,667.48 T20 EI Dorado Village Parcel 630 $300.000 $300.000 $300.00 $189,000.00 T23(1) Mountain View Slopes Parcel 954 $701.952 $715.781 $620.00 $591,480.00 T23-1 Mountain View Slopes Parcel 383 $406.722 $414.735 $310.00 $118,730.00 T23-2 Mountain View Slopes Parcel 156 $406.722 $414.735 $310.00 $48,360.00 1,493 $758,570.00 T23A Mountain View Condos Parcel 383 $820.945 $837.117 $837.11 $320,613.13 T23B Seco Villas Parcel 156 $692.909 $706.559 $706.55 $110,221.80 T29 American Beauty Parcel 221 $373.567 $380.926 $225.00 $49,725.00 T31 (2) Shangri-la Parcel (see T31-1, -2) T31-1 Shan ri-la Parcel 182 $1,181.875 $1,205.158 $1,100.99 $200,380.18 T31 -1A Shan ri-la Parcel 267 $538.367 $548.972 $513.36 $137,067.12 T31-2 Shan ri-la Parcel 1 $7,375.332 $7,520.626 $7,165.01 $77165.01 450 $344,612.31 T33 Canyon Park Parcel 501 $300.000 $300.000 $200.00 $100,200.00 T44 Bouquet Canyon Parcel 302 $300.000 $300.000 $300.00 $90,600.00 T46 Northbridge EBU 2,314.622 $834.030 $850.460 $675.00 $1,562,369.85 T47 Northpark EBU 1,929.172 $409.851 $417.925 $417.92 $806,239.56 Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscape and Lighting District Page 29 i&OeWI LLDAN Financial Services T48 DescriptionFY Shadow Hills Parcel 16-17 105 $455.000 FY 17-18 $455.000 FY 17-18 $455.00 FY 17-18 Total $47,775.00 T51 Valencia High School Parcel 802 $580.005 $591.431 $550.00 $441,100.00 T52 Stonecrest Lower Parcel 459 $841.143 $857.713 $857.71 $393,688.89 T62 Canyon Heights Parcel 215 $600.000 $600.000 $600.00 $129,000.00 T65 Fair Oaks Parcel 394 $975.464 $994.681 $0.00 $0.00 T65A Fair Oaks Ranch EBU 1,075.000 $582.642 $594.120 $0.00 $0.00 T65B Fair Oaks Park EBU 710.000 $212.144 $216.323 $0.00 $0.00 T67 Miramontes Parcel 420 $866.054 $883.115 $500.00 $210,000.00 T68 West Creek West Creek RES EBU 1,129.600 $112.603 $114.821 $114.82 $129,700.67 West Creek COM EBU 8.625 $128.312 $130.839 $130.83 $17128.36 1,138.225 $130,829.03 T69 West Hills West Hills RES EBU 873.000 $621.479 $633.723 $0.00 $0.00 West Hills COM EBU 7.440 $605.668 $617.599 $0.00 $0.00 880.440 $0.00 T69 MWD West Fills MWD West Hills RES EBU 873.000 $433.958 $442.507 $58.58 $51,140.34 West Hills COM EBU 7.440 $486.810 $496.400 $73.14 $544.16 $51,684.50 T71 Haskell Canyon Ranch Parcel 223 $598.460 $610.249 $598.45 $133,454.35 T77 West Creek Park EBU 1,985.800 $73.180 $74.621 $0.00 $0.00 T77 MWD West Creek Park MWD EBU 1,985.800 $152.937 $155.950 $80.87 Total $160,591.65 t Itl Zone T23 - Consists of 1,490 residential parcels and 3 non-residential parcels: Zone T23 has 951 SF units and 3 non -res; Zone T23-1 has 382 condo units; Zone T23-2 has 156 condo units. (2) Zone T31 - Consists of 450 residential parcels and one commercial parcel. Fiscal Year City of Santa Clarita 2017/2018 Landscape and Lighting District Engineer's Report Page 30 iW 000WILLDAN Financial Services Streetlighting Zones The Landscaping and Lighting Act of 1972 indicates that lighting assessments may be apportioned by any formula or method which fairly distributes costs among all lots or parcels within the District in proportion to the estimated benefits received. The primary benefits of streetlights are for the convenience, safety, and protection of people and to a lesser extent the security or protection of property, property improvements, and goods. The intensity or degree of illumination provided can have a bearing on both. For Fiscal Year 2017/2018 the proposed assessment rate and maximum assessment rate for parcel in Streetlighting Zone A is $12.38 per Equivalent Benefit Unit (EBU), which is the maximum rate previously established by Los Angeles County at the time the original district parcels (Zone A parcels) were transferred to the City's jurisdiction. The maximum assessment rate for Zone A does not have a Consumer Price Index (CPI) adjustment. Subsequent annexations to the City and new developments within the City that receive special benefit from streetlighting have been assigned to Streetlighting Zone B with a higher assessment rate that includes the previously described Consumer Price Index (CPI) adjustment. Therefore, the Streetlighting Zone B maximum assessment rate established in the prior fiscal year has been adjusted by the authorized increase in the Consumer Price Index during the preceding year to establish the Zone's maximum assessment rate for this fiscal year. The proposed Fiscal Year 2017/2018 assessment rates for the Streetlighting Zones are summarized in the table below. CPI Increase: 1.97% Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscape and Lighting District Page 31 iW 000 WI LLDAN Financial Services The following tables provide a summary of the EBU's for each land use shown above for both Streetlighting Zone A and B. EBU Summary by Land Use Streetlighting Zone A Assessments per EBU: $12.38 and UsaFarcels Estimated Units Lot Sq Ft EBU's Assessment Revenue SFR 23,638 23,638 - 23,638.00 $292,638.44 CNDO 9,284 9,284 - 9,284.00 $114,935.92 APT2 207 511 - 435.00 $5,384.40 APT5 62 623 - 389.00 $4,815.51 APT21 32 1,039 - 493.00 $6,103.18 APT51 14 1,026 - 379.00 $4,691.96 APT101 14 2,488 - 690.10 $8,543.38 GRP -A 3 - - 3.00 $37.14 GRP -B 45 - - 90.00 $1,114.20 GRP -C 24 - - 60.00 $742.80 GRP -D 98 - - 294.00 $3,639.72 GRP -E 134 - - 536.00 $6,635.68 GRP -G 28 - - 140.00 $1,733.20 GRP -H 135 - - 675.00 $8,356.50 GRP -1 54 - - 324.00 $4,011.12 GRP -J 18 - - 144.00 $1,782.72 GRP -Kt 4 - 315,939.00 21.79 $269.78 GRP -K2 22 - 5,897,931.00 470.65 $5,826.58 GRP -K3 41 - 5,540,813.00 776.41 $9,611.72 EXE 81 - - - $0.00 VAC 80 - - - $0.00 34;018.09 00 38842.95 $480873.95 Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscape and Lighting District Page 32 iW 000WILLDAN Financial Services EBU Summary by Land Use (Continued) Streetlighting Zone B Assessments per EBU: $78.87 IN Land Use Parcels UnitRI[t hiRevenue Sq Iff UN EB Assessment SFR 13,116 13,116 13,115.82 $1,034,444.45 CNDO 6,195 6,476 - 61476.00 $510,762.12 APT2 4 11 - 9.25 $729.53 APT5 22 324 199.25 $15,714.69 APT21 26 843 - 397.31 $31,335.57 APT51 6 457 - 166.75 $13,151.55 APT101 22 3,965 - 11095.50 $86,402.00 GRP -A - - - - $0 GRP -B 38 - - 76.00 $5,994.12 GRP -C 46 - - 115.50 $9,109.26 GRP -D 186 - - 558.00 $44,009.46 GRP -E 71 - - 284.00 $22,399.08 GRP -G 18 - - 90.00 $7,098.30 GRP-G&C 1 - - 7.50 $591.52 GRP -H 504 - - 2,514.50 $1985318.54 GRP4 30 - - 178.90 $14,109.84 GRP -J 20 - - 160.00 $12,619.20 GRP-J&E 1 - - 12.00 $946.44 GRP -K1 2 - 264,433.00 17.70 $1,395.99 GRP -K2 12 - 9,564,032.60 567.30 $44,742.76 GRP -K3 106 - 13,379,726.23 21406.57 $189,805.80 GRP-KB3 3 - - 33.93 $2,676.05 GRP -MULTI 1 - - 18.50 $1,459.09 SFV 1,082 - - $0 EXE 1,155 - - - $0 VAC 498 - - - $0 Subtotal ZoneElff 23,165— 25;192 0:28,500.27 $27247815.36 Total 49 Streetlighting 57J83 63;801 34962874.83 677343.22 $2,728689.31 Zones Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscape and Lighting District Page 33 iW 000WILLDAN Financial Services V, ASSESSMENT ROLL The total proposed assessment for Fiscal Year 2017/2018 and the amount of the total proposed assessment apportioned to each lot or parcel within the District, as shown on the latest assessment roll at the Los Angeles County Assessor's Office, are contained in the Assessment Roll on file in the office of the City Clerk of the City of Santa Clarita, which is incorporated herein by reference. The description of each lot or parcel is part of the records of the Assessor of the County of Los Angeles and these records are, by reference, made part of this Report. Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscape and Lighting District Page 34 iW 000WILLDAN Financial Services V/. ASSESSMENT DIAGRAM The following pages show an overview of the Landscaping and Streetlighting Zones within the Landscape and Lighting District. Detailed District boundary diagrams will be available for inspection at the office of the City Clerk during normal business hours and, by reference, are made part of this report. Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscape and Lighting District Page 35 City of Santa Clarita Landscape Maintenance Zones 7, 15, 16, 18, 19, T1, T23, T23A, T23B, T46, T47, T51, T68, T69 and T77 16 VA A T47 T23 70 Zone 7 Zone 15 Zone 16 Zone 18 Zone 19 Zone T1 Zone T23 Zone T23A Zone T23B Zone T46 Zone T47 Zone T51 Zone T68 Zone T69 Zone T77 f r*W E nd Zone 1 Zone 2 Zone 3 Zone 4 Zone 5 Zone 6 Zone 8 29 PU 5 T31 A Zone 20 Zone 21 p Zone 23 � Tl Zone 24 o Zone 25 Zone 26 21 Zone 29 Zone 30 Zone 31 Zone T17 City of Santa Clarita Zone T29 Landscape Maintenance Zone T31 Zones 1, 2, 3, 4, 5, 6, 8, 20, 21, 23, 24, 25, 26, 29, 30, 31, T17, T29 and T31 Mem City of Santa Clarita Landscape Maintenance Zones T33, T52, T65, T65A and T65B T65B r T52 Zone T33 ( ' Zone T52 T65A N Zone T65 Zone T65A 9 W+ E s Zone T65B N City of Santa Clarita Landscape Maintenance - E Zones T20, T44, T48, T62, T67 and T71 701 Zone T20 Zone T44 I Zone T48 Zone T62 Zone T67 1 Zone T71 1 Citv Bounda ��; ,, II:.� ICi,�IIJII�_'■II _�11►.�?:=`��:II■.- MEN � ■■ 11� 1� �'nCil OFF F� f �l r f MEN iW 000WILLDAN Financial Services APPENDIX There are over 1,200 acres of maintained landscaping benefiting properties located in 60 active Landscaping Zones within the District (61 if Zone T1 is included). Detailed plans and specifications for these improvements are on file in the City of Santa Clarita Special District's office. However, general descriptions written below characterize landscaping improvements that benefit the properties in each Landscaping Zone. The LMD zones listed below are categorized by the type and character of their improvements and benefits. The name of the Zone(s) is followed by a description of the associated improvements. Zone 2008-1 Major Thoroughfare Medians: Properties in this zone receive a benefit from maintenance and improvement to medians on the City's major thoroughfares. Typical maintenance and improvement activities include: care of Landscaping, hardscape, irrigation systems, ornamental structures, signage, lighting, and plant material consisting of: turf, ground cover, shrubs, trees and flowers. Landscaping activities performed within the boundary of this zone are on easements or public rights of way. Zones 7 Creekside, 19 Bridgeport / Bouquet, T-2 Old Orchard, T-3 and T -3B Valencia Hills, T-4 Valencia Meadows, T-5 Valencia Glen, T-6 South Valley, T-7 Central & North Valley, T- 8 Valencia Glen, T-46 Northbridge, T-47 North Park, and T-51 Valencia High School: These zones are best characterized as primarily benefiting owners of residential property through an interconnecting system of landscaped paseos. Typical maintenance and improvement activities include care for: slopes, parks, parkways and side panels, local medians, tunnels, paseos, paseo bridges, fences, walls, swales, hardscape, irrigation systems, ornamental structures, signage, lighting, playground equipment, play courts and drinking fountains. Plant material consists of: turf, ground cover, shrubs, trees and flowers. Landscaping activities performed in these zones are on easements or public rights of way. Zones 3 Sierra Heights, 5 Sunset Hills, 6 Canyon Crest, 15 River Village, 21 Golden Valley Ranch Residential, 27 Circle J Ranch, 29 Villa Metro, 30 Penlon, 31 Five Knolls, T-17, Rainbow Glen, T-20 EI Dorado Village, T-23 Mountain View, T -23A Mountain View Condos, T -23B Seco Villa Condos, T-29 American Beauty, T-31 Shangri-La, T-33 Canyon Park, T-44 Bouquet Canyon, T-48 Shadow Hills T-52 Stone Crest, T-62 Canyon Heights, T-65 Fair Oaks, T -65A Fair Oaks Ranch, T -65B Fair Oaks Ranch Park, T-67 Miramontes, T-68 West Creek, T-69 West Hills, T-71 Haskell Canyon Ranch and T-77 West Creek Park: These zones are best characterized by primarily benefiting owners of residential property through maintaining irrigated and non -irrigated slopes and beautifying entry corridors. Typical maintenance and improvement activities include care for: slopes, parks, parkways, side panels, local medians, fences, swales, hardscape, irrigation systems, ornamental structures, signage, lighting, and playground equipment. Plant material consists of: turf, ground cover, shrubs, trees and flowers. Landscaping activities performed in these zones are on easements or public rights of way. Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscape and Lighting District APPENDIX iW 000WILLDAN Financial Services Zones 8 Ackerman Avenue, 23 Montecito, 24 Canyon Gate, 25 Valle Di Oro: These zones are best characterized primarily benefiting owners of residential property through maintaining smaller Landscaping areas consisting of parkways and side panels buffering the benefiting properties from City streets. The Landscaping materials consist of: turf, ground cover, shrubs, trees and flowers which is maintained by irrigation systems. The LMD maintains a slope benefiting Canyon Gate property owners. Landscaping activities performed in these zones are on easements or public rights of way. Zones 1 Golden Valley Centex, 2 Edwards Cinema, 4 Via Princessa/Sierra Highway, 16 Valencia Industrial Center, 17 Bouquet/Railroad Avenue, 18 Town Center / Tourney Road, 20 Golden Valley Ranch Commercial, 22 HMNMH (Henry Mayo Newhall Hospital), 26 Centre Pointe, 28 Newhall, and T-1 Faircliff: These zones are best characterized as primarily benefiting commercial and retail properties. Typical maintenance and improvement activities include care for: slopes, parkways and side panels, local fences, walls, swales, hardscape, irrigation systems, ornamental structures, signage, lighting and monument signs. Plant material consists of: turf, ground cover, shrubs, trees and flowers. Landscaping activities performed in these zones are on easements or public rights of way. Fiscal Year City of Santa Clarita Engineer's Report 2017/2018 Landscape and Lighting District APPENDIX